
A Very Different Thanksgiving, But Not For The First Time
As we celebrate Thanksgiving during this unusual year, our festivities are going to look very different. But it has always been a most American trait that we find a way to express our gratitude despite infestations, depressions, wars and privations.

A Primer On Capital Gains Taxes
The end of 2020 cannot come fast enough. However, despite our exuberance to turn the page on this horrible year, there are still tax planning steps that investors can take to keep as much in their pockets as possible come April 15.

Election Outcome Might Be The Best-Case Scenario
With the weaker than expected performance by Democrats in Congress and a decisive Electoral College margin for Biden, investors are now recalibrating expectations toward the odds of a moderate but sustained economic recovery and respectable market performance over the next few years.

Schwab, TD Ameritrade Meet at the Altar
In the financial services industry, consolidation is the name of the game. To wit: 2 of the biggest players catering to individual investors and independent advisors have finally consummated a marriage announced a year ago.

It’s That Time Again: Mutual Fund Capital Gains Distributions
If you own traditional mutual funds in a taxable account (outside your IRA or 401(k)), be on watch for your annual capital gains report. If your fund reports a gain, you will be required to pay taxes on it even if you did not sell any shares of the fund.

Secured Credit Cards versus Prepaid Debit Cards: What’s the Difference?
Secured credit cards and prepaid debit cards have gained acceptance. But what is the difference, and which one is appropriate for a particular individual?