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Make the most of your tax filing
The April 17th tax filing deadline is fast approaching and the IRS expects either a tax return or an extension filed by this date....


The market's new trading range
The S&P 500 saw more volatility in the last two weeks than in the last two years. This is after a short-lived recovery from the first...


Retire early by moving to Palm Springs (case study)
Ready to turn in the badge and call it quits? If retirement is calling your name, you may be wondering what's next, as you contemplate...


Financial Planning Considerations for Expats
If you are lucky enough to live overseas, you face unique challenges that are all too familiar. Putting a financial plan together may...
Italy's election threaten free markets
As populism makes its way around the world electorate, new candidates spout their own protectionist rhetoric. This has special...


Managing your cash flow while overseas
It's hard enough to live in another country, facing a new language or different culture, but dealing with a foreign currency is a whole...


Is there inflation or not?
Economies with massive amounts of debt are highly subject to deflationary pressures. The United States is approaching $20 trillion in...


Stocks and bonds fell, so what now?
Markets dropped more than 5% in the most turbulent week in 2 years. What made last week unique was that both stocks and bonds fell...


A paradigm shift for investors
Normal markets exchange money between asset classes, a shift from bonds to stocks, for example. The Dow plunged again Monday and...


Time to give back
With the passing of the new U.S. budget, government spending cuts to nonprofits and various federal programs are very real. And, with the...
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