The IRA conversion issue isn’t a one-time decision. Whether or not a conversion is a good deal for you depends on a number of variables, but a couple of the variables could favor a conversion in 2019. As always, this is something I’d be happy to discuss and analyze with you. Until we can meet,… Read more »
Posts Categorized: Perspective
How many times have you checked the news only to triumphantly proclaim, “I knew that was going to happen!” You might feel perceptive, but there are few predictable outcomes when it comes to the stock market. What’s a responsible investor to do? Click here to find out how to tailor a well-diversified portfolio in order… Read more »
The textbooks may be wrong. Investors are not often rational creatures and won’t always be comfortable with the “perfect” investment plan. Perhaps some favor only domestic stocks even though having a globally-diversified portfolio can be more economically advantageous. New research explores how some investment decisions ruled by our “wants” rather than what’s considered good for… Read more »
Even if you somehow missed some of the worst days in the stock market, you would inevitably also miss the best days. Both are completely unpredictable — though they often occur close to each other. This is why the wisest plan is to stick to your long-term goals and not worry about when to be… Read more »
Social Security puts every investor in a unique situation. There are some very compelling reasons to delay taking Social Security until age 65. Click the image to read the article, and feel free to contact me about your investment strategy.
Understanding why we make certain decisions can help us make more informed choices that may lead us down a better — and more rational — investing path.
Compounding can be paramount to a successful investment plan. When you put off investing to a later date, you risk having to invest much more money to counteract the effects of not investing sooner. This chart shows how time in the market can make the difference between hitting your important retirement goals and falling short. This… Read more »
Minor expenses (such as that $5 a day coffee habit) can cost you thousands over a 10 year period. After putting your expenses into this helpful calculator, you’ll never look at your Starbucks trips the same way again.
This helpful chart shows why it may be important to think long term about your portfolio goals — no matter what the markets do in a 12 month period.
For added Olympic spirit and inspiration, here is a video for anyone who has ever tried to do something and thought, “It’s just too difficult.” After meningitis left 19-year-old Amy Purdy a paraplegic, she went on to become the top ranked adaptive snowboarder in the U.S. and 2014 Paralympic bronze medal winner. Learn how a… Read more »