4 Pervasive Myths About Inflation

by Tim Obendorf on
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4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it actually is.1

That could be because we’re seeing higher prices practically everywhere.1

Despite our experience, though, that...

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new tech before it went mainstream!”
  • What’s the next “unicorn” that will make a fortune?”

It’s common to feel this way. Many of us experience...

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...

Catch Up Contributions

by Tim Obendorf on
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The “catch-up” provision allows workers who are over age 50 to make contributions to their qualified retirement plans in excess of the limits imposed on younger workers.

How Income Taxes Work

by Tim Obendorf on
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As complex as the details of taxes can be, the income tax process is fairly straightforward.

Do You Owe The AMT?

by Tim Obendorf on
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In taxes, there’s an equalizer of sorts; it’s called the alternative minimum tax, or AMT.

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1

That may not seem like a big deal, but it can give rise to all...

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.