by Davidson | Aug 26, 2014 | Wealth News
Putting Too Much in Company Stock A classic mistake that can come back to haunt you. Provided by Anthony A. Davidson, Investment Advisor Representative Have you invested too much of your 401(k) in company stock? This can happen – and you may not be fully aware of it....
by Davidson | Aug 19, 2014 | Wealth News
Donating Highly Appreciated Stock It can give you a tax break. It can give a charity a tax break in the future. Provided by Anthony A. Davidson, Investment Advisor Representative Why sell shares when you can gift them? If you have appreciated stocks in your portfolio...
by Davidson | Aug 11, 2014 | Wealth News
The 401(k) Amendment Period Is Here Act now to make sure that your plan keeps up with new laws & regulations. Provided by Anthony A. Davidson, Investment Advisor Representative The clock is ticking. Between now and April 30, 2016, 100% of 401(k) plans, profit...
by Davidson | Aug 5, 2014 | Wealth News
6 Steps to Get Out of Debt Why not plan to lighten your financial burden? Provided by Anthony A. Davidson, Investment Advisor Representative Positive moves to counteract negative cash flow. The financial analysis website nerdwallet.com keeps track of the various debts...
by Davidson | Jul 28, 2014 | Wealth News
Bad Spending Habits That Can Be Corrected A little frugality may lead to a lot of financial progress. Provided by Anthony A. Davidson, Investment Advisor Representative Americans have a great deal of disposable income relative to many other nations, yet our free...
by Davidson | Jul 25, 2014 | Wealth News
It Isn’t Too Late to Save for Retirement If you’re 40 or 50 and haven’t begun, you must make the effort. Anthony A. Davidson, Investment Advisor Representative Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated...
