Tag Archives: money matters

Money Matters
August 23, 2018

Income taxes are complex but logical

By Kevin Theissen

The Internal Revenue Service estimates that taxpayers and businesses spend 6.1 billion hours per year complying with tax-filing requirements. To put this into perspective, if all this work were done by a single company, it would need about 3 million…

Money Matters
April 12, 2018

Three overlooked keys to successful investing

By Kevin Theissen

Does investing strike fear in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why.

The stock market makes some people nervous. This can be especially true for young…

Money Matters
March 30, 2018

Password Protection Strategies

By Kevin Theissen

Facebook, Twitter, LinkedIn—they’ve all fallen prey to hackers who exposed passwords and other personal information for hundreds of thousands of their users. If you haven’t yet had your password stolen, chances are, it may be only a matter of time.

Hearing the word…

Money Matters
March 22, 2018

The lowdown on those “free” credit scores

By Kevin Theissen

The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information that companies keep on them, but did you know the credit score provided to you may be different from the one provided to lenders?

The first…

Column
January 3, 2018

How much would $1 be worth now if invested in 1802?

By Kevin Theissen

Professor Jeremy Siegel of the Wharton School put together a chart of real returns for various investment asset classes, adjusted for inflation, that shows what would have happened if you had invested one dollar in 1802 and held it through Dec. 31, 2012.

Column
October 11, 2017

Will power: let them know

By Kevin Theissen

According to a recent report, only 34 percent of American’s have a will, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.

Column
September 6, 2017

Estimating the cost of college

By Kevin Theissen

It doesn’t take a degree in finance to see that the cost of college continues to rise.

In its 2015 report, the College Board showed that public four-year institutions raised prices an average of 3.4 percent annually between the 2005-06 and 2015-16…

Column
August 31, 2017

Have you tried taco mode?

By Kevin Theissen

In March, the Harvard Business Review (HBR) offered some ideas about innovation in America. It’s a topic that deserves some attention as “recent data suggests that innovation is getting harder and the pace of growth is slowing down. A major challenge in…

Column
August 23, 2017

Your changing definition of risk in retirement

By Kevin Theissen

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future…

Column
August 16, 2017

Monthly market insights, a reflection on July’s economy

By Kevin Theissen U.S. markets

The markets closed sharply higher for the month of July, fueled by strong corporate earnings, solid economic data and dovish comments by the Federal Reserve.

The Dow Jones Industrial Average gained 2.54 percent while the Standard & Poor’s 500 Index…