Category: Investing
Tuning Out the Noise from the Financial Media
Image used under license from Freestock.com When asked what to watch out for when it comes to investing, clients may expect us to tell them...
Starting a Roth IRA for a Child or Grandchild
Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You...
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able...
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...
Annuities: Are They a Good Option in Turbulent Times?
As Americans get older and the stock market goes through a periodic decline, the temptation to decrease risk over fears of running out of money...
Objective Investment Advice You Can Use
As you probably saw last week, global stock markets dropped sharply in value. There are a number of factors contributing to these recent declines including...
Should You Follow Market Forecasters?
USA Today recently published an interesting article titled “How bad are Wall Street forecasts? Really bad.” The article reviews why you are probably better off...
The Federal Reserve’s Impact on Your Portfolio
Changes in interest rates have a disproportionate effect on your portfolio. Lower interest rates can help boost corporate earnings, and as earnings increase, market prices...
Slow and Steady Wins the Race Investing
Research released last month is turning conventional investing wisdom on its head. At a top investment conference, researchers demonstrated that a number of widely held...
Should You Have ETFs in Your Portfolio?
Exchange Traded Funds (ETFs) have been attracting more and more attention in recent months. CNN Money recently published a detailed article titled “ETFs: Why so...
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