Posts Tagged ‘investments’
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 MoreThe Biden Trade Just Became Irrelevant
This article was originally published on Forbes on November 12, 2020. When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…
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 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…
Read MorePredicting Market Returns: When Average Isn’t the Norm
The calm markets of 2017 may have lulled investors into thinking that stock returns are a smooth ride, but make no mistake, portfolio growth doesn’t occur in a straight line. Investors and clients constantly wonder: what sort of returns can they expect? Over the next year? Three years? Ten years? While forecasting short-term performance with…
Read MoreThe Gamble In Your Portfolio That You Might Not Know About
This article was originally published on Forbes on April 19th, 2018. What if there was a bet in your portfolio that you had no idea you were making? You may believe that your foreign stocks are doing well, but those high returns might be from something else. There may be another exposure unbeknownst to you…
Read More