Don’t Fall Into a Tax Trap When You Move to a New State
By PAUL JACOBS (CFP®)

eHezi Finance, History, Law, National Leave a Comment

Moving to a low-tax paradise can backfire without planning Many people used to be able to deduct all state and local taxes (SALT) on their federal return. That took some of the sting out of living in a high-tax state. But the new tax law rubs SALT into the wound by capping the SALT deduction at $10,000. Well-off people now …

eHeziDon’t Fall Into a Tax Trap When You Move to a New State
By PAUL JACOBS (CFP®)

Keep Calm When the Stock Market Plunges; It Can Create Opportunity
By PAUL JACOBS (CFP®)

eHezi Finance, History, International, National Leave a Comment

Investors can get queasy when the stock market plunges. But there’s a bright side. During a downturn, stocks are on sale. The recent drop—and inevitable future plunges—can provide opportunities that investors have not seen for quite some time. The key is to keep calm during downturns and stick to your long-term investment plan. It’s important to keep your head during …

eHeziKeep Calm When the Stock Market Plunges; It Can Create Opportunity
By PAUL JACOBS (CFP®)

The Era of Celebrity Mutual Fund Managers Is Over: Look for a Great Team Instead
By PAUL JACOBS (CFP®)

eHezi Community, Finance, History, National, People Leave a Comment

Funds that Hitch Their Wagon to a Star Are Too Risky The era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have been shown to have feet of clay. Even in this era of indexing, there’s still a place for active management for a certain part of your portfolio. But don’t …

eHeziThe Era of Celebrity Mutual Fund Managers Is Over: Look for a Great Team Instead
By PAUL JACOBS (CFP®)