Investment Strategies
Post Archive
Which Is Better – Traditional or Roth Retirement Accounts?
One of the most common retirement planning questions we receive from clients of all ages revolves around traditional and Roth retirement accounts. In this post, we’ll provide some of the main differences between these kinds of accounts, and some of the strategy involved with deciding which you should use. The key difference between these two…
Read MoreTax Tips for Retail Traders
I was in the middle of a late-night online gaming session in January when a squad-mate randomly asked if I knew anything about stocks. I told him I knew a thing or two. He had heard a lot of fervor about a Reddit favorite and decided to put in $10,000 on a whim and take…
Read MoreFive Top Resources to Help You Become a Better Investor
Investing today can be a frightening concept. Young professionals are finding themselves thrust into a world of finance, yet unprepared to make the decisions that are right for them. While there are a plethora of resources out there to help, it can be difficult choosing which ones to use. After combing through numerous personal finance…
Read MoreEmerging Markets: A Safe Haven for Asset Allocators?
This article was originally published on Forbes on June 9th, 2019. There’s a surprising asset class that has held up a lot better than the U.S. stock market through recent market downturns. Most readers wouldn’t have guessed that I’m referring to Emerging Markets. President Trump recently tweeted about implementing tariffs on Mexican goods, and…
Read MoreBig Tech May Be Under Attack- Can They Keep Their Scale, And Use It For Good?
This article was originally published on Forbes on June 6th, 2019. Facebook’s ad business is under attack on several fronts: starting with privacy concerns which led to congressional testimony by CEO Mark Zuckerberg, and coming to a head with the Washington Post breaking the story that the Justice department is looking into some of…
Read MoreAsset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.
Read MoreThree Reasons Your Financial Advisor Should Be Reviewing Your Tax Return
This article was originally published on August 7th, 2017, and updated due to recent changes in the tax code as of July 18th, 2018. One of the first questions we tend to ask new clients is whether their former financial advisor ever requested a copy of their tax return. And the answer we usually get in…
Read MoreRisk: The Most Important Question To Get Right
This article was originally published on Forbes on June 11th, 2018. Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this dog of a mutual fund? How will the Fed impact my bond fund this month? These questions can be important. But they pale in comparison…
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