BUYER BEWARE OF TAX SCAMS
March 11, 2016
In a recent press release, J. Russell George, the Treasury Inspector General for Tax Administration (TIGTA), urged taxpayers to...
SHOULD YOU ROTATE TO CASH?
March 4, 2016
David Blain was recently contacted by a client who asked about reallocating their portfolio to 30 percent cash given recent...
MARKETS GO UP AND MARKETS GO DOWN
February 26, 2016
We’ve conducted many studies on market declines and recoveries. For example, since World War II, there have been 58 pullbacks...
FED POISED TO RAISE RATES
December 15, 2015
We will almost surely see the U.S. Federal Reserve Board start the long process of ending its intrusion into the interest rate...
CALIFORNIAN GET THE "WRIGHT" ADVICE ON FLOOD INSURANCE
November 11, 2015
At a recent press conference, officials from the Federal Emergency Management Agency (FEMA) said that California is likely to...
RETIREMENT PLANNING GETS LEGISLATED
November 4, 2015
A new budget bill and a U.S. Treasury program have changed the face of retirement planning. Requiem for a Heavyweight Claiming...
MARKET UPDATE: WHAT YOU NEED TO KNOW
August 25, 2015
The decline in stock market values has been quite broad-based around the globe the past couple of weeks, accelerating in the past...
BECOMINE AN EXPERT ON SOCIAL SECURITY
May 26, 2015
Social Security is likely to be an important part of a client’s retirement plan. In a new video segment produced by Veronica...
WHAT ARE OBSTACLES TO BECOMING RICH?
April 27, 2015
Wealth creation can be accomplished in many ways. In this video segment produced by Veronica Dagher for the online edition of The...
A GUIDE TO TAX-LOSS HARVESTING
April 27, 2015
In this video segment from the online edition of The Wall Street Journal, David Blain, chief executive officer of BlueSky Wealth...