The Republican Tax Reform Plan

What is in it? What could its changes mean for you, if they become law? Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may greatly alter the content of the bill,...

Examining the 2018 Social Security COLA

It will help retirees out, but it will not help them get ahead.  Seniors got a little good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra $326 – roughly $27.40 a month – for the average...

Enjoy the Rally, But Prepare for the Retreat

Investors may be lulled into a false sense of security by this market.   Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major...

Is a Home an Investment?

From one perspective, the answer is yes; from another, no. When you buy a home, are you investing? If you buy it to flip it or buy it as a rental property, the answer is yes. If you buy a home simply to live in it, the answer may be no. Your home is an expression of...

Translating Stock Market Jargon

The meaning behind some of that Wall Street lingo. Have you ever been confused by the jargon used on Wall Street? Perhaps it is time to translate some of those esoteric stock market terms into plain English.   Blue chips: This term refers to stocks that have a history...