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Stock Pickers, Market Timers, and Crystal Balls

Stock Pickers, Market Timers, and Crystal Balls
  • Post author:fpadvocate
  • Post published:August 12, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…

Continue ReadingStock Pickers, Market Timers, and Crystal Balls

Pennies from Heaven & Inherited IRSs

Pennies from Heaven & Inherited IRSs
  • Post author:fpadvocate
  • Post published:August 3, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…

Continue ReadingPennies from Heaven & Inherited IRSs

The Voice of Moderation

The Voice of Moderation
  • Post author:fpadvocate
  • Post published:July 23, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

“In life,” said he, “these were so squint of mind   As in the handling of their wealth to use No moderation – none, in either kind.” —The Comedy of…

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Change Amid the Chaos

Change Amid the Chaos
  • Post author:fpadvocate
  • Post published:April 30, 2020
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

By Susan M. Tillery A colleague and friend recently asked me this question: “Do you have any insights, thoughts, or ideas for me during these turbulent times, especially as my…

Continue ReadingChange Amid the Chaos
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