Market Volatility, Inflation and War, Oh My!
It seems the quote, “This is a year to remember!”, now applies to every year. We have hopes of stability and normalcy as a new year begins, particularly with COVID …
Retirement
Roth IRAs : Front Door, Backdoor or No Door?
As the spring weather arrives and taxes are filed (or extended), now is a good time to consider your retirement plan. Be assured that there is “no one-size-fits-all” plan. Retirement …
The Perils of Do-It-Yourself IRA Transactions
This month’s post was originally shared in September of 2019. The information given below is always good to remember when managing your IRA and retirement money. I hope your …
Navigating Life Events with Guidance
We have all seen timelines or charts which show a steady, linear progression. This could be an average rate of return on your retirement account with a nice ending balance. Maybe it is a life progression timeline showing graduation, a first job, marriage, a house, a child, family, empty-nesters, to grandparents, to retirement, to finally dying peacefully in your sleep in your late 80’s or early 90’s.
Of Presidential Elections
We are approximately two months away now from casting our Presidential ballots. And like all election years, fear can reign regardless of which candidate you support. Emotions run high. Feelings can be hurt. And you are forced as an investor to make decisions in regards to your portfolio.
Reasons to Stay Invested and Reasons to Adjust
How can the stock market be back up given the horrible news of COVID-19 and discouraging economic reports such as unemployment numbers? The stock market and economy are not the same. Yes, there is some correlation between the two. However, the stock market is a leading economic indicator.