5 Tax Strategies for 2017 That Take Advantage of Tax Reform
The end of the year is traditionally a good time to tackle tax planning, but this year’s tax reform has narrowed the window of opportunity a bit.
Here are five strategies you can take in 2017 to lower your tax liability.
Should You Invest in Bitcoin?
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: should you invest in Bitcoin?
Talking About Bitcoin
I had the pleasure of speaking with John Pertzborn at Fox 2 St. Louis about Bitcoin. Here is a replay of the interview.
Happy Birthday, Blog!
This week marks my one-year blogiversary. Although I’ve been blogging since 2008, this post marked the first time I wrote and published something on my own site.
What I’ve Been Working On
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public.
What You Need to Know About U.S. Tax Reform
Here’s are the key differences in the House and Senate versions of tax reform as well as some early financial planning considerations.
Guest Post: Mike Dariano on How to Spend Less
Saving is a great idea, in fact, it may be the best one. Mike Dariano of The Waiter’s Pad explains how to spend less.
Highlights From The Evidence Based Investing Conference
Last week I attended the Evidence Based Investing Conference and it did not disappoint. Here are some highlights and takeaways from each of the presentations.
Why Alternatives are Bad for Your Portfolio
It’s never been easier for investors to add exposure to alternative investments into their portfolios, but that doesn’t mean you should.
Financial Blogger Wisdom: Fall 2017
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Here were my responses.
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Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker, and author of the book Making Money Simple.
