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Markets Don’t Like Unknowns!
Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.
Tax Time! IRA Basics and Surprising Facts
As tax season nears, people of all ages have questions about IRAs. They may seem pretty straight-forward on the surface, but how much do you know about them? Let’s refresh your memory of IRA basics and explore some surprising facts.
Time To Check Your 401(k)
The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?
Am I Doing This Right? Your Guide to Health Care Consumption
The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!
Who Does the Stock Market Favor? Trump or Someone Else?
There are many books and theories published around the correlation between election cycles and stock market cycles. Is it true that the stock market outperforms in an election year? We are here to debunk (or not) myths and share some facts.
The Coronavirus - A Useful Reminder for Investors
While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.
Self-directed IRA: A Different Way to Invest
Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.
Defining Your Investment Outcome: Is it Possible?
Has the climb of stock prices caused investors to forget about the importance of having protection in their portfolios to guard against corrections? Maybe defined outcome investments are what you need.
The Many Decisions of an Investor
You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.
Don't Wash Out with Your Tax-Loss Harvesting Strategy
You don’t need to wait until the end of the year to take advantage of tax-loss harvesting. Minimizing your tax obligation through effective tax-loss harvesting strategies can help your investment portfolio grow.
What You Need to Know about the SECURE ACT
The SECURE Act was passed late last year, and it made significant changes that will impact everyone, from young families to retirees. So, how does this new law affect your IRA, minimum distributions, charitable giving, and more?
What’s Your New Year’s Resolution?
Is your 2020 News Year's resolution related to your finances? A recent study shows that only 8 percent of New Year's resolutions are successful. What can you do to beat the odds and make your resolutions a reality?