Perspectives from the Path
2024 RMD Checklist
Get ready for year-end financial planning by ensuring your Required Minimum Distributions (RMDs) are in order. Learn key tips to manage your RMDs efficiently, avoid penalties, and plan for future distributions. Discover tax-saving strategies like Qualified Charitable Distributions and navigate inherited IRA rules.
Did your stock picker perform this well?
Can stock pickers really predict top performers? Learn why relying on data-driven strategies, not market timing, may lead to more consistent long-term growth. Discover how evidence-based investing works.
I Like Cars. I Hate Buying Them.
This article explores the options of leasing, financing, or paying in cash for a new car. It provides insights based on the author's background in the car industry, helping readers make informed decisions based on their goals and financial situations.