4/13/2015 | 8:15 AM
The statistics regarding tax-related identify theft are big - I would say shocking - but most of the public is now all too aware of how prevalent tax-related fraud is. According to this Forbes article, the IRS paid out $5.8 million in fraudulent refunds in 2013 and, if I were a betting man, I would imagine that number will rise in the coming years.
4/10/2015 | 9:00 AM
Anyone who has been to my office has noticed the unique artwork on my wall – sketches from Carl Richards - simply illustrating complex financial truths. Recently I had an opportunity to visit with Carl about his drawings, and his brand new book, The One Page Financial Plan.
4/3/2015 | 9:00 AM
Companies represented in the S&P 500 recently announced that, in aggregate, $104.3 billion in stock buybacks were made in February. This not only is twice the $55 billion repurchased a year ago, but a record for equity repurchases in any single month.
3/27/2015 | 9:00 AM
Buds on the trees, grass is turning green, birds are singing, all around us are signs spring is coming. With spring comes the start of America’s pastime, baseball!
3/24/2015 | 9:00 AM
Investing is risky. Not investing is also risky. So, what’s a person to do in seeking a strong financial future and timely retirement? Right or wrong, many venture into the world of annuities. Their promise of a stream of income when your working years are complete can be appealing and comforting.