Investor Education for Main Street America Charles Stanley fee only financial advisor in San Diego County
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    A taxing issue for investors

    The Street by Jeff Klientop NEW YORK (TheStreet) — The 2012 elections hold major consequences; one of them is tax policy. While there is much that we could present regarding the potential changes, we will constrain our comments to how tax changes may directly affect investors in the stock and bond markets. Already written into [...]

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Featured Articles

featuredimage Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion

 Every once in a while a high profile public personality passes away with either an inadequate estate plan or a ...

featuredimage Top 10 Financial Scams: Products and Practices

by Melanie Waddell NASAA recently released its list of the top scams con artists use to trap unwary, or merely desperate, ...

featuredimage FINRA WARNS INVESTORS OF GOLD STOCK SCAMS

Don't let a touch of "gold fever" sucker your clients into what very might well be the latest gold-plated investor ...

featuredimage Don’t Fall Prey to the 2011 Dirty Dozen Tax Scams

April 7, 2011 WASHINGTON –– Hiding income in offshore accounts, identity theft, return preparer fraud, and filing false or misleading tax ...

featuredimage How to Choose a Financial Advisor

Since this magazine is dedicated to Investor Education for Main Street America, it seems appropriate to refer our readers to ...

featuredimage 10 Worst States for Entrepreneurship and Small Business

The Small Business & Entrepreneurship Council’s “Business Tax Index 2010” ranks the states from best to worst in terms of ...

featuredimage Does Monetary Expansion Stoke Inflation?

Brian Harris, Senior Editor, Dimensional Fund Advisors Since the financial crisis hit in late 2008, the US monetary base has more ...

Worldview Editorial Page

Amazon Battles States Over Sales Tax

As a follow-up to our earlier article about how tax law affects behavior, we offer this story. Amazon.com Inc., the world’s largest online retailer, hasn’t charged sales tax in most states since its founding in 1994. And it has taken some extreme measures to keep it that way. Among them: Staff traveling around the U.S. [...]

A Christian Perspective

What is the ‘Bad Eye’ in Matthew 6:23?

by John Piper A verse in Matthew is somewhat difficult to understand. It seems to dangle in the Sermon on the Mount with little connection to what goes before and after: “The eye is the lamp of the body. So, if your eye is healthy, your whole body will be full of light, 23 but [...]

Investing

Neither Fish nor Fowl: The Hybrid Boom

by Jim Parker Vice President Dimensional Funds Advisors Investors are being flooded by a wave of securities known as “hybrids.” These instruments combine the qualities of debt and equity, and offer an additional return over plain cash. So far, so good; but what are the risks? Hybrids have been around a long time, but there [...]

4th Quarter (Age 60+)

7 Major errors in estate planning

Forbes by Rob Clarfeld It never fails to amaze me that so many otherwise savvy individuals, many of whom have their financial lives otherwise buttoned-up, use poor judgment (or no judgment) when it comes to their estate planning.  The list of major estate omissions and poor choices is almost infinite.  Here are some of the [...]

3rd Quarter (Age 40-60)

Avoid costly retirement mistakes

by consumer reports The shaky economy has caused many Americans to rethink their retirement plans. Some say they’ll put off retiring and try to save more money. Others say they don’t expect to retire, either because they don’t want to or they can’t afford to. While none of us can control the economy, you can [...]

2nd Quarter (Age 20-40)

How to choose a financial advisor

(ARA) – You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it’s possible that keeping close tabs on your investment accounts isn’t exactly realistic. Seeking the help of financial professionals has become more important to investors according to [...]

Book Reviews

Power Grab

“The goal of Obama’s power grab is to grab your power: your wealth, economic liberties, and personal freedoms. You aren’t falling for it any longer. And this is causing Obama and his allies to become more desperate, and to push harder, to steal your freedoms faster. Events and the American character have conspired to bring [...]