August 28, 2018

There are times when Roth IRA contributions or conversions just don’t make sense.  Before I jump into all the reasons why you don’t want to ‘Roth’ let’s distinguish between a contribution and conversion.


Albert Einstein is credited with calling compound...

August 28, 2018

It is back to school time. Did you know this is the second year in a row interest rates on federal student loans are set to rise. Are you saving enough for college? Should you be saving more? 

Any opinions expressed in this forum are not the opinion or view of American...

August 8, 2018

With all the changes to the tax law there are some major changes to the individual tax return for 2018 and the 'post card' size form 1040. This is only a draft, do not use this to file your taxes. 

Knock off climbing to Mount Everest’s Base Camp off American Portfolios (AP) colleague Terrence Herr’s bucket list. Herr, of Herr Capital Management, LLC in Chicago, IL., recently returned from his trek to Mount Everest in Nepal. Although not being able to make his fin...

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