top of page
the personal finance blog
Search


PFT #55 - Personal Finance Tip Tracking Realized Capital Gains for the Calendar Year
As each year ends investors balance losses against gains to minimize taxes that are paid to the IRS each year.
David Mulonas
Dec 22, 20211 min read
Â
Â
Â


#56 - The Financial Crimes of Bernie Madoff and the Rise of Ponzi Schemes
Bernie Madoff was an American financial businessman who was responsible for the largest Ponzi scheme in history of $17.5 billion dollars.
David Mulonas
Apr 26, 20215 min read
Â
Â
Â


#46 - 401(k) Asset Allocation with Mutual Funds in the Stock Market
A target-based fund focuses on an investor’s capital needs at a future date. It gradually shift sfrom higher-risk investments to lower-risk
David Mulonas
Feb 15, 20217 min read
Â
Â
Â
bottom of page