This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies around these cuts, other than adding to the national debt, is that it capped itemized deductions to $10,000, includi...

Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on the...

If you have a profitable business of at least two years and want to buy commercial real estate for your business, the Small Business Association (SBA) has a couple of programs designed to help. 

First of all, it’s common to assume that businesses only...

Two of three floors in a building in Chelsea, Manhattan, there are standing desks, dogs, and cold brew on tap. This is Betterment HQ, the home of the startup that is taking on the Wall Street old guard. They are also my technology partner, back-offic...

As U.S. companies struggle to find local talent, they continue to import labor from overseas. There are just not enough software engineers, for example, in the U.S. to meet demand and it’s a boom for foreigners eager to have a career in the states. I...

As tax season winds down, many people were surprised to receive a tax bill and are now bewildered about what to do next. The Tax Cuts & Jobs Act of 2018 eliminated many deductions, including the SALT deduction (state and local tax), charitable contri...

Many people are surprised to learn they are going to be paying more tax this year. This is thanks to the recent tax law changes, the Tax Cuts and Jobs Act, that was put into law by the Republican majority effective January 1, 2018. In no certain term...

If your investment real estate is sitting on a comfortable gain, you may be wondering what you can do with this new found wealth. Simply selling the property would put a stop to your rental income and the gains would be taxed. A better strategy might...

If you’ve moved overseas to open a business or to work for another company you may be wondering how you can contribute to a retirement plan.  It's certainly not easy as rules range from limited investment options to not being able to contribute to an...

Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic Area from investing in U.S. domiciled exchange-traded funds (ETFs), among others. Americans living in Europe are a...

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