The big game is done. And for the Patriots, it’s pay day. They each get a Super Payout but what did each football player just make after the Big Game? Besides the ring exactly how much does each player make for winning? Here’s the breakdown: Super Payout Postseason bonus pay: Divisional round: $27,000 • Conference round: $49,000 • Winning the championship game: $107,000 Total bonus ... Read More
Financial Topics Newsletter - Monthly Archive
Greek Default: Investing When the Sky Is Falling
With Greek default imminent, what's next? Investing when the sky is falling is a stomach-churning exercise. You have to have faith - in yourself, your investment managers and your plan - as well as a medicine cabinet filled with bottles of Tums. But really, what does the impending default do to your long-range investment plan? What does any bad news do to your bottom line? Yesterday, global ... Read More
Your ABCs of Investing – What’s a No Load Mutual Fund
I recently received this "loaded" question from a young investor. Going back to basics every now and then is helpful for all of us. When investing in a mutual fund, know your ABCs. A 'load' refers to the commission structure for a particular mutual fund investment. Think of it like a weight that loads down your investment. For mutual funds, there are different share classes denoted by a ... Read More
Debt Ceiling Crisis: What Investors Should Do
Investment Forecast: Cloudy with chance of default and variable recession. Trying to read the tea leaves and make prudent investment decisions for clients - or yourself - has been complicated by the headwinds out of Washington lately. The debt ceiling crisis exposes investors to a real risk of loss. Crystal Ball Predictions Depending on how you read your crystal ball, any and all of the ... Read More
Default and Your Money – Forecasting the End
October is a tough month for investments. History has not been kind to investors in this month of Tricks or Treats. And depending on how things play out in the halls of Congress over the next dozen hours, the world financial markets and US investor 401(k) accounts will find out if they've been given a nasty trick. How Will Government Default Affect Your Money? Remember seeing those guys ... Read More
Smart Investing Rules to Live By: KISS
Looking for a fool-proof system for investing success? I'm not sure there really is one but you can't really go wrong following this advice: Smart investors keep it simple. Keep It Simple, Stupid ... KISS. This is the view of many Bogleheads and behavioral finance experts like Meir Statman, author of What Investors Really Want. Too often we try to out-think and over-analyze things. We are ... Read More
Tax Impact of Divorce and Other Tips
Tax Tips for Handling Real Estate in Divorce Case Study: First-Time Buyer Credit & Divorce In 2008, Chris and Jenny purchased a home that qualified for the $7,500 first-time homebuyer credit. They were married at the time of purchase and applied for the credit on a joint return. In 2009, they divorced and Jenny received the house. Chris gave up ownership in 2009 and filed Form 5405 ... Read More
Divorce, College, Dividend Investing & Retirement Income: June 2011 ViewPoint Newsletter
June 2011 ViewPoint Newsletter The current issue of the ViewPoint Newsletter from Steve Stanganelli, CFP(R) and Clear View Wealth Advisors is available for download from the SlideShare.net website. A copy can also be found at the Clear View website newsletter archive. In this issue, I focus on the key themes of the newsletter: Retirement, College, Investing Strategy and Taxes. Retirement: ... Read More
