Paul Jacobs gives investors several potential reasons to sell a mutual fund, even if it is not underperforming.
Read More
Tag Archives: Media: Paul Jacobs
Paul Jacobs in the Yonkers Tribune
Paul Jacobs lists 10 good reasons – other than poor performance – to sell a mutual fund.
Read More
Paul Jacobs in The Fiscal Times
Paul Jacobs says there’s still time for retirement savers to maximize tax benefits for the year.
Read More
Paul Jacobs in The Street
Paul Jacobs explains how to mitigate the risk of major losses to accumulated wealth.
Read More
Paul Jacobs in MainStreet
Paul Jacobs explains some of the basics families should know about 529A savings plans for individuals with special needs.
Read More
Paul Jacobs in U.S. News & World Report
Paul Jacobs identifies factors worth considering when deciding the role of cash in your investment plan.
Read More
Paul Jacobs in MainStreet
Paul Jacobs explains how the U.S. exit tax limits the tax benefits of renouncing American citizenship.
Read More
Paul Jacobs in Yonkers Tribune
Paul Jacobs discusses the merits and potential drawbacks of the newly created 529A savings plans for special needs planning.
Read More
Paul Jacobs in the National Federation of Independent Business
Paul Jacobs offers an overlooked small business tax deduction.
Read More
Paul Jacobs in U.S. News & World Report
Paul Jacobs observes that political gridlock can offer an opportunity for international investors.
Read More
