by David Haverstick | Jul 21, 2021
I recently had the opportunity to speak with Lewis Braham from Barron’s and really enjoyed the conversation. Check out Mr. Braham’s article, below, where he makes a case for owning individual bonds. Our regular readers may recall this post where we, too, discuss the...
by David Haverstick | Apr 20, 2021
In our most recent newsletter, we covered the great inflation debate that began during the first quarter of 2021. Inflation fears triggered a pronounced rotation out of growth stocks and into value stocks. We wanted to expand the conversation over here on the blog...
by David Haverstick | Jun 22, 2020
Earlier this week, the IRS made some adjustments to the required minimum distribution (RMD) rules for 2020. First, some background. With the passage of the SECURE ACT, an RMD for 2020 is no longer required. But what if you had already taken your RMD? Can you put...
by David Haverstick | Dec 20, 2019
If you are one of the 44 million borrowers saddled with student loan debt, it can be a heavy burden to carry. According to Forbes, student loan debt is the highest it has ever been at more than $1.5 trillion. That ranks second, behind only mortgage debt, as the...
by David Haverstick | Mar 30, 2019
This time of the year brings a myriad of questions surrounding retirement plans for the self-employed and the business owner. Whether you are a sole proprietor, small business owner, medical practice or larger corporation, retirement plans are essential tools for tax...
