Consulting
NerdWallet: The Good Enough Theory And How You Can Apply It To Your Finances
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Instead of being paralyzed by indecision, sometimes it’s best to choose and move on. Read more
FA Center: What A Website Says About Your Financial Advisers Trust, Likability, And Care
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Giving financial advice is getting personal, writes Morey Stettner. Read more
FA Center: One Of The Markets Great Technical Stock Analysts Folds Up His Newsletter Charts
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John Bollinger recently ended the 33-year run of his advisory letter, writes Mark Hulbert. Read more
TaxWatch: More Americans Believe Its OK To Cheat On Your Taxes, According To IRS Poll
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The poll was published during an increasingly heated battle between President Trump and Congressional Democrats over his... Read more
Federal Lawsuit Says CFPB Should Collect Data On Business-loan Applications From Women And Minorities
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The agency is required by law to publish annual reports on applications to prevent any potential discrimination by lende... Read more
Trumps Escalating Trade War With China Could Wipe Out Benefits From His Tax Reform
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Economist says the Trump administration giveth — and taketh away. Read more
FA Center: How Seasonally Affected Investing Disorder Controls Your Portfolio Decisions
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Investment advisers and investors should watch out for ‘spring fever’ and other strong emotions. Read more
The Wall Street Journal: Pro-crypto CFTC Commissioner Bart Chilton Dies At 58
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Chilton helped draft new rules for swaps trading after the financial crisis. Read more
FA Center: Heres One More Box To Check When Hiring A Financial Adviser
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Your investment portfolio isn’t the only thing an adviser has to manage. Read more
TaxWatch: On Tax Day, Heres A Tale Of Two Returns — One Nasty And One Nice
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Tax-return stories this year go from ‘great expectations’ to ‘bleak house.’ Read more
The Wall Street Journal: Trump Administration Pushing Urgency In Mortgage-finance Changes
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Mark Calabria, the new head of the Federal Housing Finance Agency, said mortgage foundations remain vulnerable. Read more
TaxWatch: These Are The States Where Tax Bills Have Shrunk The Most
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In South Dakota, refunds are up $203 on average, according to H&R Block. Read more
Capitol Report: What Could Be Learned From Trumps Tax Returns
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If Congress gets Trump’s taxes, it will reveal information about the sources of Trump’s income and any foreign bank ... Read more
How To Handle An Inherited IRA
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There are lots of options — and hidden missteps. Read more
U.S. Corporate Leaders Are Getting Worried About A Recession
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Latest earnings calls in particular show growing concerns about the health of the American, and global, economy. Read more
Tax Guy: Think Twice About Deferring Taxable Income Past 2020 — Heres Why
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Can you have too much tax deferral? Thanks to the new tax law, it’s possible Read more
On International Womens Day, How Female Investors Can Detect Biased Financial Advice
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Research shows that gender bias in financial advice is prevalent. Read more
TaxWatch: Owe The IRS? Heres Why You Probably Shouldnt Pay Your Taxes With A Credit Card
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Reward-hunters especially should think twice. Read more
Next Avenue: Increase Your Chances Of A Successful, Secure Retirement By Avoiding These Mistakes
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Know these common retirement planning pitfalls. Read more
This Is Whats Making Americans Less Satisfied With Their Finances
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The Personal Financial Satisfaction Index released by the American Institute of CPAs is divided into ‘pleasure and pai... Read more