Archive of Financial Articles
These pages are an archive of Financial Article posts from Hansen & Associates Financial Group, Inc. The Financial Articles bring you introductions to a variety of highly focused subjects along with sources and citations that make it easy for you to explore the subject further.
Trend & Momentum Investing
Neither trend nor momentum investing rely on hunches. They are both disciplined approaches, based on technical analyses of the market’s direction and various market sectors.
Should You File Jointly, Or Not?
Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.
IRAs: In-Kind Distributions
you can take an IRA distribution in a form other than cash. This may seem unorthodox, but it can make financial sense for some older IRA owners as well as IRA heirs.
Saving for College: UGMA & UTMA Accounts
If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift minors without having to set up a trust.
Holding Real Estate in an IRA
The 2007-09 bear market led some IRA owners to explore alternative investments. That was when the term “self-directed IRA” entered the investing lexicon. As the stock market tumbled, a cottage industry of investment firms emerged urging IRA owners to direct IRA assets out of equities and into real property, real estate notes, and real estate investment trusts (REITs).
When Will Stocks Stabilize?
January may prove to be the worst month for stocks in eight years. The S&P 500 just corrected for the second time in five months, and some investors think the bull market may be ending.
Estate Planning Mistakes: Will You Avoid These?
Too many wealthy households commit these common blunders Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of family...
Why You Should Stay in Stocks in 2016
Stock market investing is a long-run proposition. On a bad day, it may seem like the whole market is falling apart – but stock market performance is not measured only in days.
The ABCs of IRAs
This popular retirement savings vehicle comes in several varieties Many Americans know about Roth IRAs and Traditional IRAs — but there are other types of IRAs. Here’s a quick look: Traditional IRA (also known as a Deductible IRA) is an individual savings plan...
Congress Gives Some “Holiday Gifts” to Taxpayers
During the past few Decembers, taxpayers and tax preparers have waited anxiously for Congress to rescue expiring federal tax provisions. Usually, legislators pass an eleventh-hour bill to extend certain tax perks for another year and reinstate them for the current...