I always tell people: Pay yourself rather than paying Uncle Sam. The best way to do that is to fund your retirement plan. Now, while we can’t do that for this past year, with this year’s changes in our 401(k), this is a good time to look at your 401(k) and ask if you’re putting enough aside. We have new limits on those 401(k) contributions for 2015. If you’re under 50, you can put $18,000 aside. That’s amazing! And, that reduces your federal income tax bill. If you’re 50 or o
I had a chance to take a group of students from Mississippi College to the Global Asset Management Education Conference in NYC. We ran into a group from Mississippi State as well as a group from Jackson State (I don’t know if Ole Miss was there). But it was a chance for me and for those students to then listen to the word from the Wall Street gurus—and it was definitely a really good word. A quote I bring back from one of the panelists: “Expect a long-run secular bull market.