In this video, I review some recent blog posts on SEP-IRA rules in New Jersey, the prospects for pension change, and inflation.
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Past Domestic 60/40 Portfolio Fails
The stock market has had a big run on hopes that the war with Iran is ending. The S&P 500 is up more than 3%…
Create Your Own Inflation Protection
You may be more responsible for retirement savings than your parents. That’s because Social Security will be broke in seven years, and it’s likely that…
Inflation Spikes. TIPS Might Help.
Yesterday’s consumer price index (CPI) report showed prices rose 3.3% for the year through March 2026. Inflation looks like it’s back. That reading is a…
Quirk in New Jersey tax code?
It’s one week from tax day, so I thought a post on taxes would be appropriate. Everyone should work with a competent accountant. But that’s…
WSJ on Donor Advised Funds
Today, the Wall Street Journal has an interesting article about donor advised funds (DAFs).These are funds where an investor can contribute assets, including highly appreciated…
Newsletter on War and Volatility
Here is Mindful Advisory’s newsletter on war and volatility. Nobody knows when the Strait of Hormuz will be opened, and high oil prices are annoying.…
Mindful Advisory quoted in MarketWatch on Fiduciary Rule decision
Mindful Advisory, LLC has been quoted in a MarketWatch article by Brett Arends on a recent Texas court decision to knock down a Biden-era fiduciary…
Investor Letter on MidEast Conflict
Here is Mindful Advisory’s letter on the Middle East conflict. Check your allocation, do some tax-loss harvesting (if possible, and in consultation with a tax…
Letter on Roth Conversions
This is a letter about Roth Conversions. Please always consult a tax professional before considering a Roth Conversion or any other complex tax strategy. In…