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What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag.

We hope everyone had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment to hit on the key themes from the past year.

Before we get started, we want to revisit a comment we included in another article as we left 2017 and began 2018.

So, are you ready to get a jump on 2019? Last year, we shared a list of 10 financial best practices for the year ahead. We thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

by Louis Alleva

How will the Tax Cuts and Jobs Act (TCJA) affect a taxpayer’s withholding? Should any changes be made? Are there new circumstances that require an examination of the allowances claimed? You bet there are, but before explaining the impact of tax reform on withholding, let’s take a step back and look at the allowances themselves.

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

Tax Reform and Tax Preparation

As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. We may take stock of any disappointments and recalibrate as 2019 approaches.

What is a yield curve, and why are stock investors interested in its shape?

Floods, hurricanes, wildfires, earthquakes, extreme winds and tornadoes - they all have the potential to create treacherous conditions and cause devastation. 

Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. Yet, investors often end up abandoning this same advice when market turbulence is on the rise. Why the disconnect? Let’s take a look at five of the most familiar financial adages, and why they’re often much easier said than done.

If you claim status as a tax law–defined real estate professional who can deduct his or her rental property losses, your time record for the year must prove that you spent: