How to plan for college tuition

Originally published on marketwatch.com http://www.marketwatch.com/story/how-to-plan-for-college-tuition-2014-12-12 One of the variables that makes long-term financial planning difficult is estimating inflation. This is true for planning for retirement or a child or grandchild’s college education. Inflation, as measured by the consumer-price index has been relatively tame in recent years. However, when planning ahead for specific expenditures you have […]

It’s time again to talk about year-end tax selling

Originally published on Tahoe Daily Tribune http://www.tahoedailytribune.com/news/opinion/14263062-113/stock-tax-loss-sell As the year comes to a close, many investors may be thinking about rebalancing their portfolios or taking some profits or losses for tax purposes. If you have assets in a taxable account and are considering doing some buying or selling before the year ends, you should be […]