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That Pesky Tax

March 14, 2018 by Richard E. Reyes, CFP®

Dealing with mutual fund yearly capital gains distributions. That pesky tax. [Read more…]

Filed Under: Financial QB TV Videos, Home Featured, Income Tax Planning, The Stock Market Tagged With: capital gains distribution, financial quartreback, financialqb, investing in the market, josh jalinski, josh jalisnki, mutual funds, wealth quarterback llc

The Next Downturn

September 21, 2013 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

Stocks have been doing very very well lately, for quite some time actually, in spite of the horrible news one here daily in the news. It never fails to amaze me when we begin to speak about the market that in my industry there is no shortness of prognosticators, speculators, and fortune tellers. [Read more…]

Filed Under: Coaching, Economics, Financial Planning, Financial QB TV Videos, Investor Behavior, Rebalancing, Retirement, Risk, The Stock Market, Volatility Tagged With: bonds, mutual funds, retire, stock market, stocks

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Richard E. Reyes, CFP®
The Financial Quarterback™
Wealth & Business Planning Group, LLC
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