- Quarterly Market Research Summary Q1 2019 April 12, 2019
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The goal of this effort is to provide you with an educational executive summary, not bore ... Read more about this post
- Avoid Using Actively Managed Funds February 27, 2019
Most actively managed investment funds under-perform, and charge you high fees. At the same time, you pay taxes on capital gains, even if the fund performed badly. Low-fee exchange traded funds–ETFs–eliminate the high fees and taxes–that’s 3.5% you get to keep in your pocket. That’s ... Read more about this post
- Qualified Charitable Distribution January 28, 2019
If you are over 70 ½ , you are required to take distributions from your IRA. Those distributions are taxed at your ordinary income tax rate. There is one way to avoid taxes on these distributions: give it to charity.
A Qualified Charitable Distribution (QCD) is ... Read more about this post
- Quarterly Market Research Summary January 14, 2019
Our attached quarterly market research summary is short, concise, and actionable—It is only three pages long. There’s a graph or chart on each page, and there are two short text boxes on each page to answer the relevant questions: ” What does it mean?” and ... Read more about this post
- You’ve Got to Coordinate! December 19, 2018
Your tax return and investments are more related than you may realize. Using a coordinated approach may add additional value in the form of tax savings.
Those tax savings can lead to more growth in your portfolio over time. After all, it isn’t what ... Read more about this post
- R.I.P. Mutual Funds December 5, 2018
Your typical experience in an actively managed mutual fund is to under-perform the exchange traded fund (ETF) that tracks the most relevant benchmark while paying higher fees and taxes. For these reasons, mutual funds are dying a slow death.
Neither you nor your advisor ... Read more about this post
- Give Up All Hope For A Better Past November 22, 2018
Have you ever wished you handled a past situation differently? I have a very talkative inner critic. Most of the time, this critic’s good intention is to push me to excel. Other times, this critic can be counterproductive.
The counterproductive critic loves to chime in when ... Read more about this post
- E. Cohen and Company, CPAs Expands Offerings with … November 1, 2018
ROCKVILLE, Md., /PRNewswire/ — E. Cohen and Company, CPAs (E. Cohen) announces today the launch of its wealth management firm, Impact Capital, LLC (Impact Capital). This new entity will enhance E. Cohen’s exemplary reputation for accounting and tax planning expertise with ... Read more about this post
- Our Unique Approach, and How It Works October 31, 2018
Our Unique Approach
The goal of our investment process is to take the emotion out of investing by using a disciplined process to risk management. Having extensive trading experience provides us with a unique approach to investing portfolios for the long-term. Risk management is key to ... Read more about this post
- Our Value Proposition: MORE FOR LESS September 26, 2018
Our value is in the overall client experience we provide. We do more than just one thing well. We offer a unique combination of integrated financial and tax advice, customized service, and dynamic investment strategies. These are delivered by experienced advisors who take their fiduciary ... Read more about this post