Do you feel clueless when it comes to investing? You probably know how important investing is, yet you wonder where to begin. Many people feel this way. As a result, Read More
Market Review 2022: After a Down Year, Looking to the Past as a Guide
It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased but remained a global concern, as did the supply-chain issues that accompanied its arrival. Read More….
Secure Act 2.0 – What You Need to Know
The passage of the original Secure Act in December 2019 brought many retirement plan changes, most notably moving the required minimum distribution age from 70.5 to 72 and eliminating the Read More
New Year, New Opportunities: Tax-Advantaged Retirement Saving & Taxation Limits
Headlines have been all about volatility, inflation and the Federal Reserve’s pace of interest rate increases as we enter a new monetary policy regime. But for investors, there is another Read More
Can Total Return Investing Produce A Better Investment Outcome?
Your portfolio can help you accomplish many goals, and in retirement, a significant one is producing a steady income stream. After all, you’ve diligently saved and invested for years to Read More
Is A Reverse Mortgage A Good Idea For Wealthy Retirees?
When it comes to retirement, no two plans are the same. A great financial plan for you really comes down to three elements: Your Goals and values; Customization; And Flexibility. Read More
How Often Do You Really Need To Rebalance Your Portfolio?
When it comes to maintaining and optimizing your portfolio for your long-term financial goals, there are many behaviors to think about. One of those behaviors is to rebalance your portfolio. Read More
Red, Blue & Green – Presidential Elections and Your Portfolio
With the US Presidential election two short weeks away, we thought it would be good to look at historical evidence on how the equity market has reacted over the last Read More