WynnSights Blog

Bogle’s principles are the foundation for and embedded in my own PDQ Principles of Investing… Patience, Diversification and Quality.

Can your Social Security stream of income (let’s call it SSSI) be viewed as a bond in your asset allocation?

Unlike a healthcare FSA, money contributed to an HSA can be invested much like contributions to a 401(k) or an IRA.

The IRS has relaxed healthcare FSA rules to allow employees to change their healthcare contributions, including dropping them altogether, go

The IRS has issued new guidelines that allow employers to amend dependent care Flexible Spending Accounts (FSA)s

The current COVID-19 upheaval in the lives of millions of people, not just in American but worldwide, is a harsh reminder to all of us

Provisions of the recent CARES Act makes it easier for retirement plan participants to take early withdrawals and/or loans from those plans

I don’t believe young people are disinterested in saving and investing.

When investors panic and sell after a market suffers a big drop they either lock in a loss they create a taxable event.

The average inflation rate hops around like a floppy-eared jackrabbit over time, but since the early 1900s America’s inflation has averaged

Will the CARES Act help us avoid a recession?

Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020

When the stock market suffers a “crash” of significant proportions, the most common question asked by those with a position in the market is

Target-date funds (TDFs) are offered to investors that seek to grow assets over a specified period of time, usually for retirement.

You’ve heard the old refrain, “Watch the pennies and the dollars will take care of themselves”. It’s the underpinnings of everything I...

During this endless political season – I’m fine with about six months of campaigning instead of two years – there have been some...

It’s not uncommon for routine lotto participants to spend $1,000 or so per year chasing this “get-rich-quick” gambit.

Will you be in hog heaven if you retire with a million bucks in your retirement account?

Who pays taxes on capital gains of stock sold during a given year by fund managers.

Investors shouldn’t dismiss out the impact of the Coronavirus virus.

The main concern folks – especially young folks – have with IRAs is their “forever” feature.