Lessons from the Pros

Jul 3, 2018 Issue


I Like To Trade Neither Shaken Nor Stirred

Happy Independence Day to my fellow American readers! I hope you have an enjoyable holiday. Now let’s talk about creating financial independence. Wouldn’t it be great if you knew someone who always entered or exited the markets at the wrong time? All you would have to do is the opposite action to ensure your position… Read More »

Proactive Investor

Can I Use Options in My IRA?

Many people know very little about options and how they can be used to increase cash flow in an investment portfolio. Others know about options but may not know that certain uses of options are permitted in their retirement accounts; or have been told that options are too risky for your retirement money. Here… Read More »


Is the Home Equity Line of Credit (HELOC) Still Deductible?

Under prior law, if you were itemizing your deductions, you could deduct qualifying mortgage interest for purchases of a home up to $1,000,000 plus an additional $100,000 for equity debt. The new tax reform appeared to eliminate the deduction for interest on a home equity line of credit (HELOC). There was much confusion amongst… Read More »

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