Buying the Dip: The Investing Strategy’s Risks and Rewards When markets are turning downward, some investors try to make a profit by using a strategy known as buying the dip. WSJ’s Gunjan Banerji tells us why this approach is risky in today’s volatile market, even though it can be tempting. Click Here for Your Long […]
Long Term Care University – Question of the Month – 05/15/22 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]
Money Matters – Skloff Financial Group Question of the Month – May 1, 2022 Is There a Tax Benefit to Owning My Company’s Stock in My 401(k)? By Aaron Skloff, AIF, CFA, MBA Q: Between my own purchases and my company’s matches, I accumulated a large position of my company’s stock inside my 401(k). Is […]
Long Term Care University – Question of the Month – 04/15/22 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]
The World’s 10 Richest Billionaires 2001-2022 – Forbes War, pandemic and sluggish markets hit the world’s billionaires this year. There are 2,668 of them on Forbes’ 36th-annual ranking of the planet’s richest people—87 fewer than a year ago. They’re worth a collective $12.7 trillion—$400 billion less than in 2021. The most dramatic drops have […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2022’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2022? The Problem – Taming the Tax Beast […]
Long Term Care University – Question of the Month – 03/15/22 Research By Aaron Skloff, AIF, CFA, MBA Q: Can Hybrid Life and Long Term Care Insurance be offered as a company benefit? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals who buy a policy on […]
