COVID-19 has seemingly upended the entire world. Almost overnight, it has dramatically changed how we work, how our kids learn, how we shop for everyday items and groceries, how we interact with others, and how we live life as usual. Continue Reading…
We agree that this is an unsettling time. It’s as if remaining abreast of the latest Coronavirus information isn’t trying enough. So, we get to read news of market volatility worse than anything we’ve seen in recent years. This is enough to cause anyone to lose sleep, but you shouldn’t. Continue Reading…
Accepting a sufficient return should not be confused with settling for a mediocre return, compared to the rest of the market. Rather, expecting a return that is sufficient to keep your financial plan on pace is the path of least resistance toward accomplishing your goal. It will be one of the cornerstones for avoiding the temptation to excessively trade, in response to events that have no bearing on your goals and likely an ultimate detriment to your success, in pursuit of the perfect return. Continue Reading…
Does it feel like IRAs haven’t seen many big changes lately? Well, that feeling is mostly correct. Besides moderate increases in the amount an individual can contribute to a Traditional or Roth IRA each year, the rules have remained mostly unswerving. With the bipartisan ‘Setting Every Community Up for Retirement Enhancement Act’ (SECURE Act) however, this stagnation could change and, mostly, for the better. Lawmakers from both sides of the aisle support changes that address the evolving financial landscape in America, including longer employment periods and lifespans, as well as how inherited IRAs are distributed. Continue Reading…
When another unpleasant period in the market comes around, and we say that with confidence, we want you to remind yourself of the mantra: this too shall pass. Continue Reading…
