A useful year-end move to counteract capital gains. Provided by Marc Aarons Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss […]

Why are they made again and again?  Provided by Marc Aarons at Money Managers, Inc.  Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them […]

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1  Provided by Marc Aarons at Money Managers, Inc.  Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional. Your […]

Avoid these situations, if you can. Provided by Marc Aarons at Money Managers, Inc. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, […]