Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Demystifying Dividend-Paying Stocks

By Nancy Graham · September 7, 2017 - 0 comments

Sometimes, small self-deceptions work fine – like if I get to the gym by imagining I can then treat myself to my favorite dessert. Unfortunately, in investing, not all mental-accounting tricks add up as well. Here’s one I often hear: “Why don’t I load up on dividend-paying stocks? I can then spend the payouts as I please, right?”

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What’s a “Business Capital Gains Exemption” (and What’s It to You)?

By Nancy Graham · August 24, 2017 - 0 comments

Calling all business owners: Are you positioned to make best use of your lifetime capital gains exemption? Or maybe you’re wondering what I’m talking about to begin with. If so, you’re not alone. Since it doesn’t come into play until you’re ready to sell your business, it’s possible nobody’s mentioned it to you when you’re still mid-career.

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