March 24, 2020 - Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.
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March 10, 2020 - Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.
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August 28, 2019 - Historically, people have generally believed that you would save on taxes by getting married. With the rise in dual-income families, however, this is proving to be a bad assumption in many cases. In a recent article by CNBC, Dave was quoted on various tax ideas regarding marriage and divorce. The Article - Despite tax overhaul, marriage penalty still hits many couples
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January 18, 2019 - There is power in setting goals. The problem, however, is when the steps to accomplish those goals aren't clear. There is also power in having a specific trigger to a change in behavior - that is why New Year's resolutions are so great. It's a chance to start from scratch. It's a chance for a new beginning. If one of your 2019 goals was to get on top of your...
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November 26, 2018 - In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?" This is a question that could end up saving you thousands on taxes, but there are certain restrictions to being able to claim this status. You must have a child living with you for more than half of the year (joint custody that is 50% each...
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November 1, 2018 - Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018. The new standard deduction has roughly doubled, taking it from $12,000 to $24,000 for a married couple. This means that fewer Americans will be itemizing their deductions going forward. It may be a good time to double-check your amount of withholding for the year so you aren't "caught by surprise" at the end of the...
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September 12, 2018 - Dave was recently published in an article in CNBC regarding money market funds. In 2008, money markets fell from $1 to 97 cents - this is referred to as "breaking the buck". Money markets are viewed as a "safe" investment, but there can even be times when money market funds experience volatility and negative returns. Markets aren't always rational, and it is important to define "safety", especially during low-yield environments...
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