Our Thoughts On Archive

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive

A Story for 8,000 Days

How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large