Paul Feldman - Investment Advisor Representative

12/11/2020

I thought that this is one of the better ideas I've seen in a while - a gift for those who don't need anything. A charity gift card which gives the recipient the ability to direct the card balance to a charity of their choice. What a nice way to do some good in a personalized way.

The original and #1 ranked Charity Gift Card. 100% to charity. 1.5+ million charities. Upload your custom image, easy to use, no minimum order, enterprise level support.

06/24/2020

The COVID-19 environment has resulted in a volatile stock market environment, and some investors have focused on a short term/day trading approach. With competition from many larger, better informed, more experienced, highly capitalized investors, is this really the best way to proceed? Heed this advice from a very proven, successful investor:

The single greatest edge an investor can have is a long-term orientation.

– Seth Klarman

06/12/2020

In life you don't need to be perfect. Perseverance and a pursuit of continuous improvement are more important drivers for success. This quote from the CEO of Las Vegas Sands is right on target:

I don't cry when I lose. There's always a new hand coming up.

– Sheldon Adelson

05/20/2020

With so many people watching The Last Dance, here are some ways to learn about money management from Michael Jordan.

Michael Jordan is definitely one of the most popular athletes of the world. He is one of the greatest basketball players all-time winning five MVP awards, 10 All-NBA First Team designations, 14 NBA All-Star Game appearances, 3 All-Star Game MVP Awards, 9 All-Defensive First Team honors, 6 NBA Fi ...

03/18/2020

In these volatile times, take some lessons from one of the best investors of all time: Shelby Davis. You'll be glad you did.

The story of Shelby Davis is reminiscent of today. These are ten lessons you'll learn from this great, unknown investor.

03/04/2020

It can be critical to review beneficiary designations (ie: life insurance, 401k and other retirement accounts, transfer on death accounts, etc.) when updating your estate planning. Designations can override the terms of your will.

Beneficiary designations can overrule your will. It's important to know how this works for retirement accounts and insurance policies.

02/27/2020

Getting contacted by the IRS can be unnerving, Here is information on IRS audit trends that may soothe that anxiety.

Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.

02/17/2020

Achieving your goals should make you feel good - shouldn't it? Interestingly, many successful people have anxiety that they are really a fraud and don't deserve their success. There's even a term for this: "Imposter Phenomenon".

“If you look for perfection, you'll never be content.” -Leo Tolstoy

02/05/2020

So much of what's needed to be successful as an investor is behavioral in nature. What are the prime characteristics which are needed?

To be a winner in investing, you need to have the characteristics required for winning. The traits here are essential in transforming you from a beginner to a titan in the world of investment.

01/27/2020

OK, you've saved & invested for many years to generate a comfortable retirement. How do you now transition from a saver to becoming a spender?

5 ways to help you spend your retirement savings — wisely.

01/21/2020

Even though there's been much political discussion about possible student loan debt forgiveness, nobody has been discussing the potential income tax tax liability that can come when debt is forgiven.

Getting your student loans forgiven is reason to celebrate. But if you are on an income-driven repayment plan, make sure you've considered the tax repercussions that may accompany your student loan forgiveness.