Sep 30, 2021 | Investing, Retirement, Uncategorized
Blog “5 Overlooked Facts About IRA’s” IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts. A recent article...
Sep 17, 2021 | Investing, Uncategorized, Weekly Financial Thought
Blog “New Under-The-Radar Retirement Account” For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s). However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to...
Sep 3, 2021 | Investing Goals, Retirement, Weekly Financial Thought
Blog “Most Americans are Unprepared for Retirement” Perhaps this type of headline gets old, but the unfortunate reality is that it’s true! Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...
Aug 13, 2021 | Investing, Investing Goals, Weekly Financial Thought
Blog “Changing the way You Feel About Money” Writer Ben Carlson over at A Wealth of Common Sense, recently published an article discussing how we feel about money and I thought it did a wonderful job explaining that our feelings towards money are usually...
Aug 6, 2021 | Investing, Portfolio Diversification
Blog “The Role of Bonds in Your Investments” With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up,...
Jul 23, 2021 | Investing, Investing Goals
Blog “Your Goals > Stock Market Movements” It’s almost certain that for the remainder of 2021 (really any year for that matter), we will see continued volatility in the stock market. Yes, the economy is re-opening and hopefully the impact of new Covid variants are...
