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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Tag Archives: fee-only

Financial Literacy Month: 30 Tips In 30 Days

By Ara Oghoorian |

April is Financial Literacy Month, and in observance, we shared 30 tips in 30 days to keep you financially healthy. Read the full list below. Tip 1: 2016 is not over. Contribute to your Roth, Traditional, or SEP IRAs. Tip 2: Install and use Quicken, Mint.com, Quickbooks, or some other income/expense tracking software. Tip 3:… Read More »

March ACap ReCap – Your Personal Finance Questions Answered

By Ara Oghoorian |

1. What is a SEP IRA?
2. Is the stock market overvalued?
3. How long should I keep my financial documents?
4. Can I open an IRA with my spouse?

February ACap ReCap – Your Personal Finance Questions Answered

By Ara Oghoorian |

1. Why should I invest in a Roth IRA when the 401k gives me a tax break?
2. Can I borrow from my IRA?
3. If I leave my job mid-year, can I still maximize my 401k?
4. I have two 401ks, can I contribute to both?

January ACap ReCap – Your Personal Finance Questions Answered

By Ara Oghoorian |

1. What should I do with my house when I move away for residency/fellowship?
2. My spouse and I are ready to start looking for our first home. How do you suggest we best prepare ourselves to become the most qualified candidates?
3. I have been offered a job in a different state; how much should I consider state income tax rates when deciding to accept a job offer?
4. I have acquired assets and opened many accounts over the years. How can I make sure my heirs know exactly where everything is if I were to unexpectedly pass?

FDIC insurance is set to expire at Year-End 2012

By Ara Oghoorian |

The unlimited FDIC insurance on IOLTAs is set to expire at Year-End.

How IBM’s Recent Decision Can Impact Your 401k Plan

By Ara Oghoorian |

How IBM’s Recent Decision Can Impact Your 401k Plan

Market Corrections

What is a stock split and how does it impact cost basis (your taxes)?

By Ara Oghoorian |

Chances are, if you invest in a growing company over a long period, you will experience a stock split. But what exactly is a stock split and how does it impact your cost basis, which is used to calculate capital gains taxes?

How A Six-Year-Old Saves For Retirement

By Ara Oghoorian |

In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the future, resist instant gratification, and most importantly, understand how to budget and use credit wisely. At a recent dinner party with a group of parents with young children, the conversation turned to this… Read More »

November ACap ReCap

By Ara Oghoorian |

1. How much should I spend on gifts during the holidays?
2. How do I go about setting financial goals for the New Year?
3. What is a stock split?
4. Does a stock split change my cost basis?

Wouldn’t you like a few hundred extra bucks in your pocket?

By Ara Oghoorian |

Have you ever found money in the pocket of an old pair of jeans, or your lab coat, that you had completely forgotten about? It’s always a nice feeling to find “lost” money, but there is a much bigger pocket full of money that you may be overlooking – your state’s unclaimed property list…. Read More »