Category Archives: Pension Option

Balancing Your Investment Choices with Asset Allocation -by John Jastremski

A chocolate cake. Pasta. A pancake. They’re all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of … Continue reading

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Holding Equities for the Long Term: Time Versus Timing -by John Jastremski

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long … Continue reading

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Understanding the Net Investment Income Tax- By John Jastremski

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare contribution tax). This 3.8% Medicare tax applies to some or … Continue reading

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Financial Considerations for 2014

Financial Considerations for 2014 What changes should we consider making for next year?   2014 is really not too far away. Fall is the time of year when the financially savvy start to look for ways to reduce their taxes … Continue reading

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Cash Flow Management and Financial Planning By John Jastremski

Cash Flow Management An underappreciated fundamental in financial planning.                           You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business and … Continue reading

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