Objective Advice You Can Trust
2015 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Financial Advice…on an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…
7 Tax Fundamentals Every Investor Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple. Here are seven fundamentals…