4 Don’ts for Investors During a Correction
It’s finally here. The stock market correction that we’ve all been fearing and anticipating. We haven’t seen a 10% correction since 2011. In addition, we haven’t seen a bear market since 2008-2009 credit crisis. I’m sure you’re wondering just how long... Read More →
The One Page Financial Plan Book Review
Planning and investing just aren’t simple. But they can be. That’s just part of the message from Carl Richards new book, The One Page Financial Plan. This is the second book I’ve read from Mr. Richards, the first being The... Read More →
4 Reasons to Avoid Multiple Financial Advisors
Many investors I talk to use multiple advisors. When I ask why, I commonly get the response, “I don’t want to put all my eggs in one basket.” That defines diversification for investments and that’s smart. It may not be... Read More →
4 Ways to Improve Your 401(k) Returns
Wondering how to boost those returns in your 401(k)? Is there really a way to make more money in my 401(k)? Actually, there are a few things you can do to help improve your 401(k) performance.No, it doesn’t involve the... Read More →
Dow 18,000 Spooking You?
The Dow is within striking range of 18,000 and may hit it by the time I post this article. To be honest, it really doesn’t mean a lot. Many investors get really spooked by these levels. I’m not sure why.... Read More →
5 Investments Strategies To Avoid Like The Plague
Global pandemics like The Plague and Ebola scare the crap out of me. Both are highly contagious and cause a painful death. So what does The Black Death and Ebola have to do with investing? Bare with me. Recently I... Read More →
Is The Roth 401(k) Right For You?
The 401(k) is probably the most popular retirement plan in America. Most of you probably have one where you work. But what’s this Roth 401(k) you’ve been hearing about? How does it work? Is it as good a deal for... Read More →
Money Mumbo Jumbo: What’s The Difference Between Large and Small Cap Stocks?
Large cap, mid cap, small cap what does all this money mumbo jumbo mean? You’ve probably heard this technical jargon thrown around by my industry. Additionally, you’ve noticed it describing your 401(k) investments too. If you’re scratching your head wondering... Read More →
Tax Free Income? Yes Please!
Wouldn’t you love tax free income? Who wouldn’t, right? Municipal bonds are a terrific source of income that is also tax free. Some municipal bonds are taxable as well as subject to the Alternative Minimum Tax, but for this article... Read More →
Investing Basics: Value vs. Growth Investing
Value. Growth. What’s the difference? Both words resonate with me and investors. You might want a portfolio that has both. You would be right! It’s important to have both strategies. The terms value and growth usually refer to styles of... Read More →