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  • March 27, 2014

Roth IRAs remain one of the most neglected tax and financial planning opportunities. Even many of those who convert their traditional IRAs to Roths don’t take advantage of all the strategies available to maximize tax-free wealth. Read More

This time of the year is known for gusty winds signaling the arrival of spring, and right on cue the tech sector gets battered by a couple of late March zephyrs last week blowing out of the west – from Silicon Valley, to be precise. Read More

It’s been three months since we first published our recommended portfolios in the inaugural issue of Smart Tech Investor, dated December 16, 2013. Below is a summary of those initial recommendations including our original advice and the difference in price between then and now: Investments Portfolio                  … Read More

It may be St. Patrick's Day, but you don't need the luck of the Irish to make money in the stock market; just a clear head and keen eye for which companies are moving towards that pot of gold at the end of the rainbow - or in the case with tech stocks - inside the cloud.  Read More

Many people are talking about the “Cloud” – the ecosystem of servers and related technology that enables remote data processing and storage. What I don’t hear is why this represents such a significant shift in how tech companies are valued and how the economy will change as a result. I… Read More

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