When to sell stocks
As the stock market continues to set new record highs, you may be wondering whether now is a good time to sell stocks.
Good old savings bonds
Even amid the cryptocurrency hoopla, savings bonds may be worth revisiting for some of their unique properties.
Understanding the flurry of recent tax changes
The last 15 months have produced a flurry of tax law changes. Here’s a short summary of a few of the most critical.
Reader beware: keep your goals in mind when searching financial information
Keep your goal in mind when sifting through piles of financial reading.
How I invest
Putting his money where his mouth is, Justus explores how he decides his own investment strategies.
The allure of beating the stock market
Wouldn’t it be great if you could consistently outperform the stock market to increase the return on your investments?
Planned giving tax update 2020
Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.
Charge it, Junior! Should kids have a credit card?
Trying to build credit can be a challenge especially for young people. What can help you determine if your child is ready for a credit card.
Career Asset Management question: What can I contribute?
Benchmarking your career asset does not only apply to your compensation. Being able to answer “what do I contribute” helps identify your value.
Tax law changes impact required minimum distributions
Changes to required minimum distribution rules as the result of SECURE and CARES Acts may help retirees by relaxing some of the requirements.