Tag Archives: investments

Know the facts about IPOs

Do you know anybody who has tripled his or her money investing in the initial public offering (IPO) of a hotshot new company? It can happen. Yet the truth is, most investors don’t make money playing IPOs. It’s just that … Continue reading

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Fighting Identity Theft with Credit Freezes

Identity theft is a crime involving the wrongful acquisition of someone else’s personal information such as name, Social Security number, or bank account information. A credit freeze can be an effective way to combat this fraud, and a financial advisor … Continue reading

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Sunk costs could lead to bad business decisions

Do you think pulling the plug on a failed contract would be “wasting all the money” your business has spent to date? If so, you may be making the choice based on emotion and “sunk costs.” Sunk costs are past … Continue reading

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Track Use of your Vacation Home to Maximize Tax Breaks

If you own a vacation home (some boats and recreational vehicles also qualify) that you also rent out to others, keep track of who uses it during the year to maximize your tax breaks. * Meet the rules and receive … Continue reading

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Take Time to Review the Health of your Business

As an owner and/or manager, you probably spend a lot of time monitoring business operations and dealing with everyday problems. But a longer-term approach is also useful. Just as an annual checkup from your physician helps monitor and manage your … Continue reading

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Should you have a business buy-sell agreement?

What will happen to your business if you die, retire, or become disabled? If you are the owner of a small business, you need a means for the transfer of that business in the event something happens to you. With … Continue reading

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