Could we win a trade war?
When President Trump announced he would be placing tariffs on steel and aluminum for national security purposes, there was great dismay among many economists. In terms of protecting ...
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Mar 23 -
Feb 1Generating Retirement Income
Here’s a million dollar question: How will you transform your savings into income that will last throughout your retirement?1 There are probably as many answers to that ...
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Dec 21Tax Bill & Charitable Donations - Act Now!
The Republican tax legislation has just passed. The bill makes sweeping changes to the US tax code, beginning on January 1, 2018. This very brief period before implementation means that ...
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Oct 19College is Coming - Have You Started Saving Yet?
How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one. 1 ...
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Aug 9To Retire With Confidence, Have a Plan
If you want to retire with confidence, have a plan. “As you near retirement age or even within a decade or so, it is time to ...
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Aug 2Why is the Federal Reserve so Controversial?
The world’s first central bank offered unprecedented convenience. It gave 17th century Swedes the option to pay with paper notes rather than 40-pound copper plates, which were ...
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Jul 27Stock Buybacks
How Do You Make Money in Stocks? Have you ever watched Family Feud? Perhaps you were a child when Richard Dawson hosted the game show or maybe ...
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Jun 26The Basics of Tax Loss Harvesting
You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have ...
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Jun 12Managing Multiple Accounts - a Taxing Endeavor
At JMS Capital Group Wealth Services, many of our clients have multiple accounts. Our bulging file cabinets attest to this fact while making a mockery of the ...
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Jun 57 Reasons a Roth IRA May Be a Good Idea
With tax season in the rearview mirror, now is a good time to start thinking about how you can minimize future tax bills. Many people take advantage of ...
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May 23Medicare Premiums and Copayments
More than one‐half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, people who haven’t ...
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Mar 27In an Era of Low Returns, Investors Need to Save More
It’s well documented that most Americans have not saved enough for retirement. Consequently, there have been considerable efforts made to persuade workers to maximize their participation ...
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Feb 7Investors Need to Understand Their Risk
Investors Need to Understand Their Risk Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. ...
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Jan 18When Should You Claim Social Security?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent ...
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June Reading Links
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