Given the stock market’s higher volatility during the last few months of 2015 and the start of 2016, let’s look at the volatility itself, the major causes, and how it has affected our asset class allocation decisions for 2016.
When it comes to tax planning, nothing is simple. For example, first you need to consider your marginal tax rate -- this is the regular rate you'll pay on your next dollar of "ordinary income" (salary, business income, interest and more).
Late this summer, a large life insurance company raised the amount they deduct monthly from the policy's accumulation value. For policyholders, this could mean a change in premium payments or a decreate in coverage.
Stocks: Successful investing requires a long-term holding period for stocks, the conviction to ride through sometimes turbulent waves, and occasionally, the fortitude to buy when others are panicking and selling. We viewed the th