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Are Tax Free Bonds Taxable?

They say there is a coffee shop on Wall Street  serving a Stock Market Breakfast-scrambled nest eggs. With millions of aging baby boomers continuing to work past normal retirement age, many clients are wondering if there is anything they can do to reduce income taxes on social security benefits. Annuities are one way to access  Click to Continue

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Is Clark Howard Wrong About Reduced Debt?

A Financial Adviser calls his client and says that he has bad news and worst news. Which would the client like to hear first? “The bad news,” the client says. “All your money will be gone in 24 hours”. “What’s the worst news?” To which the advisor says “I should have made this call yesterday”.  Click to Continue

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Stock Certificates Go Digital

After Delta airlines first demise into bankruptcy. I decided to go out and buy some of their stock before it became entirely worthless. I figured it would be the ideal investment that with a round lot of 100 shares, the certificates would wallpaper my office. After all, after being a million miler and coining phrases  Click to Continue

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Four Score for the Bull Market

Those that call the most recent run of 125% for the S&P 500 and see the stock market as a leading indicator are letting the lessons of history and rose colored glasses muddle mucky waters as the Fed Fest continues with sunny funny money and stagnant wage growth prophetically telling the truth. Sir Francis Bacon  Click to Continue

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Lessons for Investors from Everest Ascent

Sixty Years ago Sir Edmund Hillary, ascended Mt Everest to become the first person to climb the highest mountain in the world.  Hillary’s ascent not only inspired the name for Hillary Clinton, even though she was born six years earlier,  should be a mounting metaphor for the saver and investor of  the fact that it  Click to Continue

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Advisers turn to Home Offices in Droves

Apparently, prospects, clients and advisers are turning away from commuting without any sacrifice in productivity in record numbers, according to Senior Market Adviser.  Many advisers love taking ego trips to a mahogany laden office but the luggage they carry may be costing them greatly in terms of client face-to-face time and prospecting efforts.  Though having  Click to Continue

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Rising Rates and Income Riders

I am reminded about the chiropractor who adjusted the backbones of an avid but duffer golfer. After the crack in the back, the patient asked the doctor if he felt the relief would help his game. The chiropractor answered the patient, Joe, “I can heal the sick but I can’t raise the dead.”   After  Click to Continue

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