Tickle Me Elmo, Troll dolls, Pokemon Go, Fidget Spinners. What do these things have in common? They were fads that caused an uproar then died away just as quickly.
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If you aren’t aware of the roller coaster the market has been on these past few years, you’re probably living under a rock. And since talk of the markets often makes us want to go find said rock and tune out the news, why not get a little help?
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Let’s talk New Year’s Resolutions. So many of us seem to have a love/hate relationship with them. Every year, we create these lofty goals, only to push them to the back of our minds by April (okay fine, February).
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There’s always been some kind of starry-eyed dream around the idea of making a big payoff in real estate investing. I’d say about half my clients have floated a real estate idea in one form or another to me over the years.
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You need money and you need it now. Whether it’s for a major medical expense or a new roof on your house, you find yourself with a necessity for more cash than you have available.
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Let’s be real. It’s tough to be on top of every aspect of your finances. Hell, sometimes it’s hard enough to remember to pay your bills on time (automatic bill pay linked to a credit card may do down as this century’s best invention!).
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When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio where every piece of the puzzle works together to build wealth towards your financial life goals?
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If you were to create a list, in order of importance, of the different parts of your life, where would “getting your financial shit together” fall? Building a sound financial house should be damn near the top, especially if you have a family that relies on you.
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How did you vote last November? Did you make your decision based on party lines or perhaps due to personality? Or, did you vote with your wallet because you were worried about your personal finances? If so, you aren’t alone.
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Here’s a simple guide for how to consolidate your old IRAs or 401(k)s from previous employers in one place so you can spend your time focusing on what really matters to you.
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Right now we are experiencing the second longest bull market in US history. A year ago we moved into that position when we overtook the post-World War II bull market. This can’t continue forever.
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Cashing out a 401(k) may seem harmless, but once you look at the numbers you can see how much it’ll hurt your pocketbook in the future.
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Are the recent news reports of all-time stock market highs keeping your money on the sidelines? But, could keeping those extra Benjamins in your account be costing you money in the long-run?
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Many people wait until the end of the year to try to minimize their tax bill, but why wait? Take a proactive approach and start working on lowering your annual tax bill at the beginning of the year.
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If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
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Why would you compare your investments to a benchmark that doesn’t represent your finances as a whole?
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After more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
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All advisors want to tell their clients that their particular choice of investments outperforms the investments of their competitors. Yet, how can that be true? How can all advisors, in aggregate, be above average? It’s simply not true over the long-term.
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I’ve narrowed down my core investment philosophy, knowledge and 30+ years of investing experience into 10 simple rules for how to invest and build wealth.
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Buying and selling stocks would be much easier if only there were an investment indicator that was dependable. One indicator in particular has lured many investors into its seemingly sound logic.
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