To Sell Or Not To Sell

Forbes contributor Andrew Beattie stresses the importance of selling only when it is in line with overall financial goals and highlights the importance of due diligence when selling and working to minimize both fees and taxes.

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How Aging Impacts Our Financial Decisions

Next Avenue contributor Richard Eisenberg takes a frank look at how cognitive impairments in America’s rapidly growing older adult population is creating a ‘financial capacity’ problem and what it means for caregivers.

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How To Squeeze An Extra 4% Out Of Your Portfolio Right Now

Duncan Rolfe of the Forbes Advisor Network suggests talking to your financial advisor about techniques for improving after-tax returns such as rebalancing your portfolio, harvesting for tax losses, switching to low cost index funds and checking whether assets are in taxable or retirement accounts.

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The New Tax And Social Security Rules For Same-Sex Couples

Next Avenue’s Richard Eisenberg outlines some strategies for married same-sex couples for filing 2013 taxes (as well as prior year refunds) and claiming social security benefits.

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What Investors Should Expect from Advisors

A five-minute video featuring John Rogers of the Chartered Financial Analyst Institute urging investors to hold their financial service providers to higher ethical standards.

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Why Rising Interest Rates Are Bad For Bonds And What You Can Do About It

Forbes contributor Mike Patton explains why rising bond interest rates deflate the value of existing bonds and especially bond funds and gives advice for insulating your bond investments as much as possible.

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10 Behavioral Pitfalls: A Primer

A Morningstar roundup of 10 common psychological pitfalls that are specifically relevant to investing, ranging from overconfidence to following the herd and investing in stocks that have captured public attention.

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How Retirees Pay Zero Taxes

William Baldwin of Forbes lays out how savvy retirees are using diversified investments and attention to the tax code to practically eliminate their annual tax payments.

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The Five Questions Every Investor Should Ask

Jon Stein, CEO of Betterment, suggests that rather than deliberating the minutiae of your portfolio, you should focus on answering five key questions about the health of your long-term wealth.

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The Risk of Being Overconfident

Morningstar’s Samuel Lee cautions against overconfidently “chasing alpha” and instead urges investors to find a circle of competence based on razor-thin expenses, long-term performance and an understanding of the randomness of the markets.

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