by Bill DeShurko | Aug 15, 2019 | Finance
By Jim Kilgore (USAF Ret.) Financial Advisor, 401Advisor, LLC To my retired veteran friends and friends of service-connected veterans, If you are retired and receiving above 20% disability rating from the VA you have a possible tax refund due to you. In...
by Bill DeShurko | Jul 29, 2019 | Finance
As we head into the final month of summer, we head into Wall Street’s traditional slow season. Statistically August and September are two of the worst months of the year as traders partake in their annual migration to the Hamptons. Add in questions surrounding...
by Bill DeShurko | May 6, 2019 | Finance
Being an Independent Investment Advisor means two things to me and to our clients. 1. We are required to act as Fiduciaries https://www.merriam-webster.com/dictionary/fiduciary. on behalf of our clients, and 2. we have no product conflict of interests....
by Bill DeShurko | May 4, 2019 | Finance
by Bill DeShurko Despite the media’s focus on negative news, things are really doing quite well. Hard for me to understand all the angst. We should be celebrating the great successes of our time. So this post is for all those that think the world is such an awful...
by Bill DeShurko | Apr 17, 2019 | Finance
How one should invest based on circumstances gets far too little attention. Whether investing periodically, like a payroll deducted 401k contribution; or the opposite, withdrawing payments on a regular basis to fund retirement or a college education; or if investing a...
