How did you vote last November? Did you make your decision based on party lines or perhaps due to personality? Or, did you vote with your wallet because you were worried about your personal finances? If so, you aren’t alone.
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Here’s a simple guide for how to consolidate your old IRAs or 401(k)s from previous employers in one place so you can spend your time focusing on what really matters to you.
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Right now we are experiencing the second longest bull market in US history. A year ago we moved into that position when we overtook the post-World War II bull market. This can’t continue forever.
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Cashing out a 401(k) may seem harmless, but once you look at the numbers you can see how much it’ll hurt your pocketbook in the future.
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Are the recent news reports of all-time stock market highs keeping your money on the sidelines? But, could keeping those extra Benjamins in your account be costing you money in the long-run?
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Many people wait until the end of the year to try to minimize their tax bill, but why wait? Take a proactive approach and start working on lowering your annual tax bill at the beginning of the year.
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If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
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Who would have thought that 2016 would astound us all by delivering mostly way-awesome annual returns? And guess which asset classes took off like a SpaceX rocket launch?
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Why would you compare your investments to a benchmark that doesn’t represent your finances as a whole?
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After more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
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All advisors want to tell their clients that their particular choice of investments outperforms the investments of their competitors. Yet, how can that be true? How can all advisors, in aggregate, be above average? It’s simply not true over the long-term.
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Don’t get caught unaware and unprepared for college. It’s not cheap, and it can seriously harm your finances (and your kids’ future finances) if you don’t plan ahead for college costs.
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I’ve narrowed down my core investment philosophy, knowledge and 30+ years of investing experience into 10 simple rules for how to invest and build wealth.
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You might be curious about various investment strategies or just want to ensure that your plan is still the best fit for you.
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Let’s get your financial house in tip-top shape. The sooner you get it all together, the better you will own your financial future and build wealth. Here are some of our best tips to help you order your financial world:
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Yes, it’s an election year, so there is guaranteed to be some level of uncertainty (and not just in the markets!). But at the same time, a major international crisis or domestic event could occur tomorrow that could also throw the markets into turmoil.
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When life gets crazy (like it always does), your financial future tends to slip down the priority list. How can you make sure you are on track to build wealth and hit each and every financial goal?
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Risk is different for every person based on their unique situation, stage of life, and personality.
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I’m not your typical financial advisor. When I was 12, I had an overly lucrative paper route, and started investing soon after that.
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Wouldn't it be great if someone created a simple guide that tells you how to build wealth, including actionable advice and easy-to-use apps?
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