Tag: Princeton wealth advisor

  • September 20, 2016

    Strategies to Reduce Taxation of Retirement Withdrawals and Appreciated Assets

    Tax reduction can be a powerful investment strategy. Let’s review some strategies that taxpayers might use to get more out of their hard-earned savings. Passing IRAs to heirs in the form of inherited IRAs might allow for lower income taxation if the heir withdraws the money at a lower income tax ...

  • September 7, 2016

    When is a Dollar Worth More than a Dollar?

    The answer is: When that dollar is in account where is can be accumulated and/or accessed free of taxation. A Roth IRA provides both such Federal income tax benefits. The tax advantages of a both tax-free accumulation and tax-free withdrawal can be huge and can last for over a century if ...

  • December 10, 2012

    Refinancing near retirement can be smart

    By Amy Hoak, MarketWatch Marketwatch | December 10, 2012   CHICAGO (MarketWatch)—Tempting low interest rates continue to make headlines, making refinancing your mortgage look attractive. But when retirement isn’t far off, the decision to refinance can get more complicated. After all, most pre-retirees are trying to reduce debt before their last day of ...

  • November 27, 2012

    To buy or re-fi: Is now the time?

    by Kathryn Tuggle, Personal Finance Editor Dimespring | November 21, 2012   Interest rates may be at record lows, but that doesn’t mean you should pull the trigger on a major purchase before you’re ready. Whether you’re looking to buy a home or refinance the one you’ve got, it’s always best to put ...

  • September 20, 2012

    Brawling Politicians: Bad for Your Portfolio?

    By Richard Satran           September 7, 2012 The love fest of the political convention season ended almost as soon as it began, when the first prime-time speaker, House Speaker John Boehner, set a Republican agenda that "starts with throwing out the politician who doesn't get it, and electing a new president ...

  • July 28, 2010

    Dow struggles higher as confidence data wanes

    HomeBy Stephen Bernard, AP Business Writer 7/28/2010
     
    NEW YORK — News that consumers are more pessimistic has put the stock market's rally on hold.
      Consumer confidence has waned in recent months primarily because of ongoing concern about high unemployment. With consumers not ...

  • July 27, 2010

    Stocks fall slightly on consumer confidence report – Tyler Vernon – Yahoo Finance

    Tuesday July 27, 5:53 pm ET By Stephen Bernard,AP Business Writer Stocks fall on consumer confidence dip; economic data distracts investors from strong earnings. NEW YORK (AP) -- News that consumers are more pessimistic put the stock market's rally on hold. Stocks fell modestly Tuesday after three days of big gains. ...

  • July 1, 2010

    Abraxis Rises 21%; Alcoa Dips

    JULY 1, 2010

    By DONNA KARDOS YESALAVICH

    Stocks fell in the final session of the second quarter as a report on private-sector jobs weighed on sentiment and as Moody's warned it may cut its credit rating on Spain. Alcoa, Walt Disney and Hewlett-Packard were among the decliners. The Dow Jones ...

  • June 30, 2010

    US Stocks Fall Wednesday And For 2Q, Snap 4-Quarter Winning Streak

    By Donna Kardos

    June 30, 2010, 4:58 p.m. EDT NEW YORK (MarketWatch) -- U.S. stocks fell Wednesday in the final session of the second quarter as a report on private-sector jobs disappointed investors and Moody's warned that it may cut its credit rating on Spain. Alcoa, Walt Disney and Hewlett-Packard were ...

  • June 19, 2010

    Stocks: Best Week in a Year – Tyler Vernon – CNNMoney.com

    chart_dow_stellar_week.top.gif By Alexandra Twin, senior writer July 9, 2010: 6:59 PM ET NEW YORK (CNNMoney.com) -- Stocks rallied Friday, finding momentum at the end of a choppy session ahead of the first wave of quarterly corporate results due out next week. (more…) ...

  • June 8, 2010

    The Trick to Balancing, and Rebalancing, Your Portfolio

    Ed Rabinowitz, Tuesday, June 8th, 2010
     
    Have you ever tried standing on one leg? (Of course you have.) Maybe you were able to maintain that position for one minute, perhaps longer, but eventually -- and before you toppled over -- you put your other foot on the ground. In other words, ...

  • June 3, 2010

    Global stocks, oil slide, U.S. dollar gains on gloomy data – Tyler Vernon – Thomson Reuters

    By Herbert Lash NEW YORK | Wed Jun 3, 2009 11:39pm IST
    (Reuters) - Global stocks and oil slipped while bond prices rose on Wednesday after a batch of weak U.S. economic data and an unexpected rise in crude ...

  • June 2, 2010

    Instant View: Pending home sales hit 6-month high – Tyler Vernon – Reuters

    NEW YORK | Wed Jun 2, 2010 10:24am EDT NEW YORK (Reuters) - Pending sales of previously owned U.S. homes hit a six-month high in April, as prospective home owners took advantage of a popular homebuyer tax credit, a ...

  • May 27, 2010

    Market Outlooks: Volatility, 1,000 Point Dow Drop in Next Month

    Published: Thursday, 27 May 2010 | 1:13 PM ET
     
    By: JeeYeon Park CNBC.com Writer
     
    Stocks jumped at the open and kept climbing on Thursday, following the previous session's late-day selloff. Can the markets hold the gains until the close? Christopher Hobart, CEO and ...

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