Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains whether taxpayers can claim gambling losses on their taxes.
There are two main health insurance options for those who want to retire early, before age 65: The Affordable Care Act and Healthshares. Amy Shepard, CFP, RMA with Sensible Money explains.
Goals-Based Investing: Bob Pisani: In this Goals-Based Investing podcast, Tony Davidow talks to Bob Pisani, Senior Market Correspondent for CNBC about his new book “Shut Up & Keep Talking.” Tony and Bob delve into how the exchange has evolved over the years, lessons learned from crashes & corrections, behavioral finance, and the rise of ETFs, among other issues.
2023 Outlook: Advisors will need an Alternative Toolbox: Tony Davidow, CIMA and author of Goals-Based Investing, shares his thoughts on investing in 2023.
The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.