Author: Drew Osborne CFP® Late winter and early spring are synonymous with tax season around our Windward offices. As we work with our clients to minimize their tax burden, retirement contributions can often be a good strategy to save for the future and also reduce their current tax liability. … [Read more...]
How Self-Employed Business Owners Can Save on Taxes While Saving for Retirement
Should I choose a Roth or Traditional IRA?
Author: Brent Lemieux CFA® CPA Roth IRAs have grown increasingly popular and are available to many. Even if your income level excludes you from contributing to a Roth IRA, your employer may have a Roth 401(k) option, which permits even the highest income earners to participate. If you have the … [Read more...]
CNBC Did Not Say This Today
Author: Darrell R. Tierney CFP® CPA PFS Turn off business television. Invest in a diversified portfolio of large, small, and international companies, bonds, real estate, and commodities. Keep your investment expenses to a minimum. Periodically rebalance. Repeat this for the next forty or … [Read more...]
Can Money Buy Happiness?
Author: Brent Lemieux CPA We spend a great deal of time and energy throughout our lives to earn money. We spend our youth building skills in order to obtain a job that will pay well enough for us to pay the bills, save for our goals, and enjoy modern luxuries. All of these efforts make us happy, … [Read more...]
Measuring Portfolio Performance
Author: Darrell R. Tierney CFP® CPA PFS In this crazy market, how do you know if your investments are on track? If you are a mutual fund or hedge fund manager you might compare your performance to a stock index such as the S&P 500, or perhaps to similar funds. If you are evaluating your … [Read more...]