Posts by Stephen

In its fight to combat elder investor fraud, the SEC advises that the first line of defense ― education ― is something that every individual and even businesses can help with.

There’s a tax-smart strategy for high-net-worth individuals over 70½ years old who have IRAs and are charitably minded.

With the craziness of the holidays, it’s easy to forget about year end tax planning, but this time of the year represents the perfect opportunity to reflect on the last twelve months and to review your overall personal financial situation.

Global stock markets were mixed in the third quarter. U.S. large-cap stocks performed well, but U.S. small-cap and non-U.S. stocks struggled.

Kraft Asset Management (KAM) has been recognized as a top financial advisory firm in several recent nationally recognized reviews.

The global stock market rally that began in the first quarter of 2019 continued in the second quarter. All major stock and bond categories we track posted gains over the past three months.

Investment mistakes happen. When they do, money is lost and confidence is diminished. Learning to recognize common investing mistakes can help you avoid these undesirable consequences.

It was hard to miss the recent headlines about escalating trade tensions between the U.S. and China — and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios?

Health savings accounts are useful vehicles for saving for medical costs in retirement, and they come with attractive tax benefits. Here is a look at the advantages and limitations.