by Dave Hoshour | Dec 26, 2017 | Blog-Investments
The federal tax bill was signed by the president last week, squeezed in just before year-end. That gives you an extremely short window to take advantage of the greater value of losses or expenses this year. Tax brackets are dropping in January (next week), standard...
by Dave Hoshour | Dec 22, 2017 | Blog-Investments
Earlier I posted comments on the bitcoin phenomenon and mentioned its meteoric rise this year, which was then 17 times and went up shortly afterwards to roughly 19 times. As a follow-up, bitcoin is down this week from nearly 19,000 to about 13,200 and is down 15%...
by Dave Hoshour | Dec 13, 2017 | Blog-Investments
Why All the Excitement Over Bitcoins? Bitcoins are maybe the most unique and potentially revolutionary financial instrument to come along in a very long time. While to many people they are an esoteric, extremely complex instrument they have only barely heard of and...
by Dave Hoshour | Nov 6, 2017 | Blog-Investments
Congratulations on a nice growth in retirement plan assets in 2016 and 2017. Now, how much did your fees go up? If you have a single provider for your retirement plan and your plan assets are under $25 million, chances are very high that your plan fees went up at...
by Dave Hoshour | Oct 31, 2017 | Blog-Investments
Recently, the Wall St. Journal, the most wisely read financial newspaper in the U.S. ran a long research article very critical of the Morningstar rating rating system that awards funds 1 to 5 stars. The ratings are very widely followed and are the basis for a great...