Paul Jacobs

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.

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.

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.

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.

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.

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

Strategies to use while the law is in flux.

Like a 529 college savings plan, assets in a 529A grow tax-free, and withdrawals aren't be taxed when used to pay for qualifying expenses, including health and wellness expenses, housing, transportation, education, employment training, and legal fees.