BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. Bitcoin has been around for nearly a decade. But the tax rules related to “virtual currency” are still evolving. In fact, some Bitcoin investors may be in for a surprise when they file their 2017 returns. Tax matters will become even more complicated for 2018 returns because […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services How to make your savings last? That is the most serious question and challenge investors face today. With life expectancies rising, interest rates dropping to near zero, and market uncertainty remaining at the forefront of investors’ minds, planning for retirement – aka 30 years without a […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services The optimism and exuberance experienced during the first quarter of the year seems but a distant memory these days. While the S&P 500 gained nearly 12 percent in the first quarter, it has lost nearly 7 percent from April 2 through June 25. Moreover, market volatility […]