5 Big Retirement-plan Investing Mistakes

The road to retirement is a minefield. Your investment returns may be lower than you'd expected. Inflation could be higher. You can pick the wrong asset classes. All sorts of things can go wrong. Most investors know the biggest mistakes even if they find them hard to...

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How can Master Limited Partnerships (MLPs) Benefit Me?

Please join us as we listen to Dave Dewitt, of DeWitt Capital Management, as he navigates through the many current changes that are now occurring in Master Limited Partnerships (MLPs). • The changing dynamics of the energy infrastructure sector • How the industry is...

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Don’t MISS Out by Clowning Around!!

So far in 2018 the US stock market is in the same place that it was at the end of 2017. Here’s what starts to happen.. Investors begin to get impatient They are tempted to chase after the returns of whatever investment is in favor at the moment, after all, it must...

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Beware the Kiddie Tax

Income shifting is defined as a person in a high tax bracket giving an income producing or appreciated asset to another person, typically a child, who is in a lower tax bracket to hold or sell. This transfer is sometimes made to a child under the age of eighteen and...

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Q1 MLP Outlook

I wanted to pass along the positive Q1 2018 MLP outlook commentary from Dewitt Capital Management. Also, an article in Barron's that shines a light on the state of MLPs. " After an unexpected headwind this quarter, MLPs are starting to turn the corner again, and we...

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How to Pay Zero Tax on Dividends and Capital Gains

Fortunately under the new tax code the thresholds remain to qualify for zero tax on qualified dividends and capital gains.  Taxpayers who are in the old 10% and 15% tax brackets are the beneficiaries of this little wrinkle of the tax code and the good news is that it...

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5 Best Practices for an Organized Financial Life

Tax season just serves as an indirect reminder of how disorganized our financial lives can become, in the midst of the mad scramble to gather all the relevant financial documents and information in time for April 15th. Christine Benz from Morningstar offers some...

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Changes to claiming itemized deductions

In an effort to help you understand the new tax law, we have been highlighting the key parts now in effect for the 2018 tax year. As we explained last week, the threshold to itemize has been raised as a result of the increase in the standard deduction to $12,000 for...

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