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How To Avoid IRA Penalties

The Wall Street Journal recently reported that the IRS will be going after taxpayers that made contribution or withdrawal errors in their IRAs. There were over $280 million in uncollected tax penalties in 2007, according to the Treasury Inspector General for Tax Administration. That’s low-hanging fruit for a federal...

Five Simple Tips To Help Seniors Avoid Investment Fraud

A recent poll by the Investor Protection Trust, a non-profit devoted to investor education, found that almost 60% of respondents — all professionals who work with the elderly — deal with elderly victims of investment fraud “quite often” or “somewhat often.”   The respondents included state securities regulators, financial planners,...

Can You Beat The Market Using Hedge Funds?

Vanguard, the large mutual fund company, recently released a study that attempted to answer the following two questions: Do hedge funds consistently outperform standard market benchmarks? Do hedge funds represent “alternative” investments with good diversification potential relative to stocks & bonds? Vanguard’s conclusion:  “No” to both questions. Titled “A...

A New Way To Teach Children About Personal Finance

The President’s Advisory Council on Financial Capability recently released Money as You Grow, a website that provides 20 essential, age-appropriate financial lessons—with corresponding family activities—that kids need to know as they grow.  Written in down-to-earth language for children and their families, Money as You Grow is intended to help...

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Cognizant Wealth Advisors is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.