Posts by webteam

Stocks have not reacted too well to the recent snag in trade talks with China. Reportedly, China and the United States had been close to an agreement. However, that tentative…

Every year educated “professional” money managers attempt to beat the benchmark of the S&P 500 index. Active stock managers, as a whole, have failed to beat the S&P 500 each…

Thus far for the month of May, the performance of the stock market has been a disappointment and has made the old adage “sell in May and go away” look…

One of the largest sec¬tors of the U.S. economy is comprised of smaller private companies that typically generate between $50 million and $2.5 billion in revenues. These middle market companies…

When private companies decide to list their stock on a major stock exchange, they participate in what’s called an initial public offering (IPO). It’s a way for the company to…

Blackstone Group LP has been counseling its clients to use specially designed cash value life insurance to avoid paying taxes on investment gains. Life insurance has always had tremendous tax…

For conservative investors who have a limited appetite for risk, yet still yearn for good growth opportunities, there may be an attractive option. Several major U.S. banks, including JP Morgan…

If you are fortunate enough to own property or investments that have appreciated significantly, the federal, and perhaps your state, government is patiently waiting to tax your profits when you…

The hot word these days in the world of investing is “fiduciary.” In noun form, fiduciary is a person or organization that owes to another the duties of good faith…

When Congress passed the Tax Cuts and Jobs Act at the end of 2017, it created new lower tax brackets for U.S. taxpayers. However, the law included a sunset provision…