Posts by Keith Singer
Preferred stocks
When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…
Read MoreBenefits of fixed annuities
For those looking for conservative growth with higher yields than bank products, fixed annuities can be an attractive option. Fixed annuities are contracts with insurance companies that provide for tax-deferred…
Read MoreMinimizing annuity taxes
Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…
Read MoreTax-free 1031 real estate exchange
Many successful people have become wealthy from real estate investments. According to Forbes, about 10 percent of the world’s billionaires created their wealth from real estate. A significant portion of…
Read MoreMaximizing the tax benefit of charitable donations
With the new tax laws, it has become potentially more difficult to receive optimal tax treatment for one’s charitable donations. Married couples filing jointly now have a $24,000 standard deduction.…
Read MoreTariffs and the stock market
It is universally agreed that international trade wars are bad for global economies. Tariffs increase prices on goods people buy. Consumers either buy less or they increase consumer debt. Tariffs…
Read MoreA better way to plan for long-term care expenses
Seven out of 10 Americans over the age of 65 will need some form of long-term care.* If you are very wealthy, you can probably afford the $41,000 per year…
Read MoreIndex annuity update
Many investors have been increasing their allocations to index annuities as a way to reduce market risk while still maintaining reasonable growth expectations. As numerous insurance carriers have recently started…
Read MorePast performance is no guarantee of future results
There is a universal disclaimer that warns investors not to assume that the recent results of any particular investment will continue into the future. Despite this warning, when contemplating potential…
Read MoreMy first financial lesson
On this Father’s Day, I want to share with you the first financial lesson my father tried to teach me. When I was in the second grade, the public school…
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