Paul Jacobs

Articles

Lyft and Uber are sweeping the country with their popular and easy to use ride share services. However, don't get lost in how much you like them as a consumer before you make an investing decision concerning either of these companies.
 

If You Invest in Lyft or Uber, You Might be Taken for a Ride

Moving to a low-tax "paradise" can backfire without the proper planning and documentation, if you don't plan on severing all financial ties from your previous state. Here's how to avoid any tax traps you may not realize are waiting for you.
 

Avoid Falling into a Tax Trap When You Move to a New State

The stock market is full of surprises and unpredictability. It's important to remember that during a downturn, in order to stay calm and find the investment opportunity that works for you.

When the Stock Market Plunges It Can Create Opportunity

Funds that hitch their wagon to a star are too risky. Instead trust a skilled management team to avoid the missteps of the lone wolf.

The Era of Celebrity Mutual Fund Managers Is Over

It is important to make sure that employers are offering reasonable menus of investment choices to their employees, but the entire point of self-directed retirement accounts is to give individual investors a level of control over their portfolios.

Employer Plans Should Be Free to Offer Socially Aware Investments 

Tax changes make planning more complex; consider changing withholding and quarterly tax payments, and other tax-smart strategies.