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What if you do not need all the money from your RMD and you are also charitably inclined?
To illustrate this principle, I analyzed a week's worth of "Morning and Midday Market Views" provided by the Schwab Center for Financial Research.
No one would click on the headline, "Stocks went up today and we have no clue why."
We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.
It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.
Long/short strategies use the money from the stocks they have shorted to purchase extra stocks that they hope will go up.
While taking Social Security at age 70 is not optimal for everyone, age 62 is optimal for almost no one.
Those who believe that more regulation is the answer don't understand how human nature works.
With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.
I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.