Qualified Dividends receive preferential tax treatment as they are taxed as capital gains. Non-Qualified Dividends do not receive any additional tax benefit and are taxed as ordinary income. The majority of dividends that are paid out by companies will be considered...
Are you looking to take control of your finances and learn more about personal finance? Look no further! This month, we’ve curated a list of our most recommended books. With so many great resources available, we understand it can be overwhelming to choose where...
We began utilizing our new research partnership in March. If you haven’t seen our previous update about our collaboration with the Sherman Group, LLC, please check the middle section of this article. Mixed Results in March, But April Could Be Sunny We...
The two main types of debt are Secured and Unsecured. The interest rate received and the tax deductibility of the interest are two primary ways to evaluate the quality of debt. It is hard to retire with a large amount of debt, so we typically recommend clients avoid...
The proposed budget could decrease the nation’s deficit by $3 trillion within the next ten years if approved. The main focus of the debate is the areas of increased taxation to offset increases in budget expenses. It is unlikely this proposition will pass the...
Behavioral Finance is the textbook term used when discussing human psychology as it relates to money management. Emotions tend to drive the investment decisions of retail investors while large financial institutions rely on technical and fundamental analysis. One of...
