Last month, I talked about changes to tax-filing deadlines and required minimum distributions (RMDs) from IRAs under recent federal legislation. Here are some more changes that might impact you.
The SECURE Act and Retirement Planning in Florida
A Letter to Our Clients
Some Important Financial Notes
How to Turn Retirement Savings into Retirement Income
Coronavirus: “Same Old, Same Old” or Miles Away from Ordinary?
When You Have 103 Years to Do Estate Planning
At What Age Should You Start Taking Social Security?
Stress Testing Your Wealth Plan
Real Estate and Finances for Millennials
Hindsight is 20/20. Foresight Isn’t
Understanding the Different Types of Financial Advisors in Florida
Charitable Giving, the Tax-Wise Way
MDFR Retirement Recon: Deferred Compensation
Northstar Financial Planners’ President Earns Special Needs Designation
Your Year-End Financial Checklist
Something to Sink Your FAANGs Into
There’s a misconception in the markets: Value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the U.S., the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price.
Beating the Spread
It’s easy to pick sports winners. Without even looking at next weekend’s NFL schedule, I’m going to pick New England, the 49ers, Green Bay, and the Saints. Will all four of those picks be winners? Maybe not, but if I follow a strategy of picking big favorites every week, I’m highly confident I will pick a lot more winners than losers.
Value Judgments: Viewing the Premium’s Performance Through History’s Lens
There’s a misconception in the markets: Value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the U.S., the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to their book value. That contrasts with 16.3% annualized compound return for growth stocks, or those with a high relative price.