Joel M. Blau, CFP
Mr. Blau is chief executive officer of MEDIQUS Asset Advisors, Inc., in Chicago. He can be reached at 800-883-8555 or [email protected]
Exercise caution when investing in bonds
Caution needs to be exercised when investing in bonds, as many investors are under the misunderstanding that bonds cannot lose principal value.
When should you start receiving Social Security?
Unfortunately, there is no "one-size-fits-all" answer to when you should start receiving Social Security benefits.
How long should you keep financial documents?
It is important to be cautious when discarding important documents that could be required by the IRS in the event of an audit or would enable you to collect a future refund should you need to file an amended tax return.
529 plans allow flexibility in saving for college
A 529 plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs.
Does a 'new normal' exist for financial markets? History says no
Throughout recent history, periods of economic upheaval and market volatility have led people to assume that life had somehow forever changed and that new economic rules or an expanding government would limit growth.
How physicians are affected by the 2010 tax law
The Reid Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 will likely affect your 2010 taxes.
Global debt: Are stock, bond returns affected?
Although rising levels of government debt create headwinds for economic growth, a country's deficit and debt levels do not seem to adversely affect capital market returns.
How to adjust financial planning during retirement
The need for retirement planning doesn't end with the onset of retirement.
Structured products offer fixed future payout
A structured product is a contract that promises to pay a future amount based on the performance of an underlying asset, such as a stock, market index, or commodity. The payoff is usually linked to a preset formula.
Is investing in real estate investment trusts right for you?
REITs are traded on major exchanges, and they offer a few major benefits over owning specific properties.