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Myth #1: Social Security will provide most of the income you need in retirement.

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

PROVEN TAX REDUCTION STRATEGIES FOR SOLE PROPRIETORS

If you operate your business as a sole proprietorship, there are many strategies to reduce your taxes.

Let’s start with the following 10:

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

Whether your Social Security benefits are taxable (and if so, the amount that is taxed) depends on a number of issues. The following facts will help you understand the taxability of your Social Security benefits.

Investment opportunities exist all around the globe. 

If you are a business owner, using corporations to help you reduce taxes and provide increased legal liability protection is a viable plan. Choosing which type of corporation depends on many factors, and some of those factors come down to the tax savings strategies. Here are a few to consider:

Tax Strategies for S-Corps

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and your investment temperament reeling between cooling chills and hot thrills this summer.

The Inspector General of Social Security, Gail S. Ennis, recently released a warning to citizens about a caller-ID "spoofing" scheme misusing the Social Security Administration (SSA) Office of the Inspector General's (OIG) Fraud Hotline phone number. The OIG has received recent reports of phone calls displaying the Fraud Hotline number on a caller-ID screen.

If you’ve been an evidence-based investor for a while, you know the drill: