Everyone could use personal financial advice throughout their lives – whether it be choosing the best IRA, saving for your kids’ college, investing locally or globally, or even how to invest properly for your retirement. We’re proud to have partnered with My Perfect Financial Advisor for all of this great financial advice that you find on this page, and hope that you find it helpful, too. To learn more, you can visit myperfectfinancialadvisor.com.

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  • Costs of Adoption
    by Nicholas Stuller on January 17, 2020

    By Lee Sherman For most people, the joys of parenthood definitely outweigh the costs. But when it comes to adopting a child, it can be much more expensive than you might have anticipated. In addition to the normal costs of bringing up a child and putting […]

  • Planning for LGBTQ Couples
    by Nicholas Stuller on January 16, 2020

    By Peter Mastrantuono The financial challenges faced by LGBTQ couples are, in many respects, no different from married heterosexual couples. After all, money and math are blind to sexual orientation, race and gender. Nevertheless, there are some sharp […]

  • Doubling Down: The Do's and Don'ts of Buying on Margin
    by Nicholas Stuller on January 15, 2020

    By John Drachman After building up a portfolio that brings an investor newfound affluence, it’s only natural that thoughts turn to playing the market a little and “having some fun.” Like doubling down on a blackjack hand, buying stocks […]

  • The Most Traded Thing in The World
    by Nicholas Stuller on January 14, 2020

    By Thomas Kostigen The largest and most liquid market in the world is money. More than $5 trillion per day is traded via the world’s currency markets, or foreign exchange market, as it’s called under one umbrella. Yet, while trading volume is […]

  • Emotions and Investing: The Good, The Bad and The Ugly
    by Nicholas Stuller on January 13, 2020

    By MyPerfectFinancialAdvisor.com Investing and managing your wealth is both art and science, it never has been and never will be a cold, formula driven process devoid of humanity. As such one cannot ignore emotions when considering the best course of […]

  • Minimizing Geopolitical Risks to Your Portfolio
    by Nicholas Stuller on January 10, 2020

    By Lee Sherman The stock market is historically resistant to change. Despite that, a recent series of events, first the impeachment of President Donald J. Trump for soliciting foreign interference in the 2020 U.S. presidential election to help his […]

  • The Sandwich Generation: Feeling the Squeeze
    by Nicholas Stuller on January 9, 2020

    By Peter Mastrantuono Nearly 25% of Americans are sandwiched between having one or two parents age 65 or older and raising their own young children or providing financial assistance to a grown child, according to the Pew Research Center. The demands of […]

  • Take the Money and Run? Iran Conflict Edition
    by Nicholas Stuller on January 8, 2020

    By John Drachman It was March 2009 when David Letterman married his long-time girlfriend, Alaska’s Mount Redoubt erupted – and the biggest market pullback since the Great Depression finally bottomed out. The S&P 500 Index had closed below […]

  • Use Reinvested Dividends to fund Roth Conversions Instead
    by Nicholas Stuller on January 7, 2020

    By Ryan O’Leary Dividends, whether from stocks, ETF’s or mutual funds, are taxable in the year that they are received. As such, they are taxable as income whether you take them in the form of distributions to supplement your income or reinvest […]

  • Who Needs a Trust?
    by Nicholas Stuller on January 6, 2020

    By Lee Sherman When it comes time for estate planning, most people are familiar with the concept of a will, a fiduciary agreement that specifies which assets will be distributed to who when you pass. Besides the property and financial assets themselves, […]