When market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreGifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
Read MoreAs attractive as a Roth IRA conversion may seem, there are many considerations for when to pay the tax on your tax-sheltered retirement account. The big question: When should you pay this tax? Now? Or continue deferring until later? Check out some of the factors everyone should consider before converting to a Roth IRA.
Read MoreDiversification has always been a core principle of our investment approach and 2020 is proving the soundness of this age-old concept once again. Listen to my recent radio spot to learn more about why diversification is key to long-term investment success.
Read MoreOn “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.
Read MorePOW Admiral Stockdale’s lesson of keeping faith that you will prevail in the end, while simultaneously confronting the brutal facts of your current reality, offer a valuable philosophy for our financial decision making in a time of crises.
Read MoreBear markets, like bear encounters, can be frightening. In both instances, it’s important to remember one key survival tactic: DO NOT RUN!! Learn more about why staying in a bear market—even when you want to run—makes sense.
Read MoreToday’s headlines are filled with unrest: impeachment, Hong Kong protests, and Brexit. At the same time, we are experiencing the strongest labor market in decades, incredibly low interest rates, and a soaring stock market. What do these interesting times mean for your financial future?
Read MoreForty years ago, on August 13, 1979, after a decade of dismal stock returns and punishing inflation with interest rates soaring, things were looking bleak. So bleak, in fact, Business Week published its famous “Death of Equities” issue. Well, it turns out Business Week blew this call.
Read MoreIn theory, using a bucket strategy for your retirement portfolio might seem like a complete approach to maximizing your retirement funds, but in reality, there’s a huge hole in the bucket strategy that could be draining your retirement savings.
Read MoreAre you a PAW or a UAW? How can knowing the difference between the two help you better prepare for retirement or any other financial goal? Learn the answers to these questions and how understanding PAW vs. UAW can help your path to financial success!
Read MoreA financial plan that includes long-term financial modeling will help you make better financial decisions, no two ways about it.
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