Latest articles by Pete Lang, Investment Adviser Representative
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What's Your Investing Philosophy? Is It the Best One for You?
investing Do you park your money in an index fund and forget it or pay a manager to go all out to beat the market? Consider an alternative to help you ride the waves without wiping out: The Sunset Beach Portfolio.
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Should No-Load Variable Annuities Have a Place in Your Portfolio?
annuities Certain examples of this type of annuity can help you steer clear of some sky-high fees and scary surrender charges. However, make sure you understand exactly what you're getting into.
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How to Steer Around the Fees of an Actively Managed Mutual Fund
investing Mutual funds that try to outperform the overall market tend to have to work hard, and thus they cost more than a vanilla index fund. But institutional wealth managers can find ways around some of the costs involved.
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Put Politics Aside and Consider Trump’s Tax Plan a Gift
taxes No matter your political party, there could be some opportunities ahead for you to reduce your tax bill. Be ready to take advantage of them.
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Keep More of Your Retirement Savings with Tax-Bracket Planning
taxes Without a comprehensive tax strategy in place, many retirees may pay three times more in taxes than they need to. Avoid that by “filling” your tax bracket. Here’s how.
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