#napfa

[cpapartners]

A tax deduction for financial advice? Why chances are murky

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the loomin

A tax deduction for financial advice? Why chances are murky

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.

[corewealthmanagement]

Popping Bubbles

I have no clue what will happen next to stock prices. Others seem far more certain. Words like “speculation,” “bubble” and “irrational” are getting tossed around, including by people whose opinion I respect. But I’m not making any significant portfolio changes. Why not? Here are seven reasons: The stock market isn’t as expensive as it appears.

[corewealthmanagement]

A Checklist for Identifying the Right Advisor for You - Fee Only, Fiduciary, Financial Planning and Investments

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? Here are some key criteria to consider: 

[corewealthmanagement]

Diversification is the only free lunch in investing because, done properly, it reduces risk without reducing expected returns.

The most prudent investment strategy during any circumstances, but especially during these uncertain times, is global diversification across industries and asset classes. 

[corewealthmanagement]

Investors have a strong incentive to form correct beliefs about a stock’s future cash flows regardless of their political affiliation. Political identity should

Political views affect investors’ views of the economy and the stock market.  Mistakes are made when investors let these beliefs impact their investment behavior.

[corewealthmanagement]

CARES ACT: IRA and RETIREMENT PLAN PROVISIONS - Fee Only Financial Planning and Investments

There are several provisions in the CARES Act that provide flexibility to retirement account owners including the Coronavirus-Related Distributions which offer favorable tax alternatives.

There are several provisions in the CARES Act that provide flexibility to retirement account owners including the establishment of Coronavirus-Related Distributions which offer favorable tax and repayment alternatives.

[corewealthmanagement]

Questions Every Investor Needs To Ask Themselves Right Now - A Wealth of Common Sense

15 questions every investor should be asking themselves right now.

Investors are looking for answers as to how to respond to the heightened volatility that has characterized the markets over the past several days.  Rather than seek out answers, which quite frankly, no one has, consider these questions instead.

[corewealthmanagement]

IMAGINE the coronavirus caused the U.S. economy to shrink 4%. What sort of drop in share prices might this trigger? As it happens, we already know the answer. Over the 18 months through mid-2009, U.S. inflation-adjusted GDP slipped 4%. Investors—panicked over what the future might bring—drove down the S&P 500 stocks by a jaw-dropping 57%. In retrospect, this seems like a bit of an overreaction. To be sure, late 2008 was a wild time.