Jun 17, 2021 | Economy & Markets, Financial Planning
There is much speculation among financial experts that inflation is going to rear its ugly head in the near future. Inflation is the scenario in which most things we purchase get more expensive over time. This can be devastating as your retirement savings don’t go as...
Jun 3, 2021 | Financial Planning, Investor Behavior
Being a successful long-term investor is easy as long as you keep these key takeaways into consideration: Be patient and remain calm in all market environments (we take each scenario into account when building your asset allocation).Your retirement time horizon could...
May 20, 2021 | Financial Planning, Questions & Answers, Taxes
It’s no secret there are changes coming to the tax code. President Biden’s tax plans are still in development, but even if we see nothing out of Washington, most of the lower tax rates set under the Tax Cuts and Job Act of 2017 are set to expire at the end of...
May 6, 2021 | Financial Planning, Investing, Questions & Answers
Does your 401(k) offer an after-tax component? If so, you might be eligible to take advantage of the “Mega Back Door Roth IRA strategy.” For many people, contributing to a Roth IRA is a great way to save for retirement because of it’s tax advantages. ...
Mar 4, 2021 | Economy & Markets, Financial Planning
Inflation is the effect of the goods and services you like to consume getting more expensive over time. Another way to look at inflation is the money you use to buy things becoming less valuable, so you need more of it to purchase the goods and services you...
Feb 18, 2021 | Financial Planning, Investing
What role does fixed income play in your portfolio? How do we squeeze return out of bonds in today’s ultra-low interest rate environment? We have often discussed or written about the topic of the premium that equity investors may receive over time in...
