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Roth vs Non-Roth Retirement Accounts: Choosing the Right Account for You
When it comes time to choose a retirement account, selecting the right one for you and your situation can seem like a daunting task. You might be plagued with insightful questions: What are the...
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Meat and potatoes investing
This week’s “best of the web” articles focus a lot on meat and potatoes investing. What does this mean? To sum it up in a short sentence, save early and regularly in a diversified portfolio and don’t...
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Compounding and why you should care more
I’m sure all of you have heard the expression “it’s never too late to start”. While certainly true, today we’re going to discuss why “sooner is better”. I know everyone intuitively understands that...
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What does financial independence really mean?
The week’s “best of the web” has a mix of topics. My favorites include the discussion around what financial independence means and the piece showing just how much of your returns can be eaten up by...
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Top 5 Mistakes Investors Make
The difference between successful investors and unsuccessful ones is often as simple as doing a few things right and steering clear of some common mistakes. Avoid these 5 traps and you’ll be well on...
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How do bonds work?
When I talk to individual investors, I often find they have a much better understanding of what stocks are and how they work than they do of bonds. To help with that, we’ve developed a three part...
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7 retirement tips for people in their 30′s
As people move into their 30′s, life often becomes more complicated. Getting married, starting a family, buying a house; these are just a few of the life events that often occur in one’s 30′s, and...
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What are the major types of bonds?
This is the second segment in our three part series on bonds. If you missed the first segment, you may want to read “How do bonds work?” first. There are many ways one could break down the bond...
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Why have bonds in a portfolio?
Today we are going to briefly discuss the role bonds play in an investor’s portfolio. This is the third article in our three part series on bonds. If you missed either of the other two articles, “How...
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Retirement Planning Rules of Thumb – Recipe for Success or Failure?
Rules of thumb can be great. They allow us to take complex topics and make them simple. For example, everyone has probably heard the phrase “change your oil every 3,000 miles”. I don’t need to...
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Rent or Buy – How to decide
Many individuals deliberate whether to continue renting or use their savings to purchase property, and this rent or buy decision can have important ramifications on a family’s long-term finances. The...
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Selecting a Financial Advisor Made Easy
We all understand getting our financial house in order is important, but making that a reality isn’t easy. There are lots of options out there to get professional assistance, but selecting a financial...
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Who Is Your Financial Advisor Really Serving?
Meet Hank, Your Local Butcher It’s five o’clock and your stomach is growling. On your way home from the office, you swing by your local butcher shop to pick up some fresh steak for dinner. Hank, the...
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Alternative Investments: Risk or Savior?
Risk is a nebulous term; it means different things to each person. Many times, risk is defined by how much a portfolio has in equities. For example, a “moderate risk portfolio” would typically be...
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Selling Your Stocks? Read This First.
It’s a truly wonderful time to be an investor. Stock prices haven’t been this low since May 2014. Markets are bouncing around like a ping pong ball in a clothes-dryer, creating opportunities in nearly...
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Target Date Funds – Convenient but Don’t Set It and Forget It
Target Date Funds can be a simple, convenient “all-in-one” option for retirement investing. But choosing one requires some thought and care, and the fund should be monitored on an ongoing basis to make...
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Risk – The Final Frontier
Crucial to virtually any investment strategy is knowing how much risk is involved when the investment methodology is put into practice. We know it’s a dark and spacious world out there, this concept of...
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5 Tips To Stay Disciplined And Cool During Volatile Markets
As each day comes and goes, the VIX (volatility index) continues to inch a bit higher as well. The markets have had a substantial period of low market volatility in the last few years mainly due to...
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The 6 Critical Investment Questions
Isn’t it nice to have the answers before the question is asked? Of course it is. That’s easy! So how would this work when it comes to investing? Someone much wiser than me once said that if you don’t...
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5 Ways To Spot A Terrible Financial Advisor
I caught up recently with friend. Let’s call him Jake. Jake is one of those gregarious personalities that fills a room. Everybody who meets Jake immediately likes him, myself included. And, boy, can he...
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