First, let’s get through the basics. What is a Traditional IRA? -A traditional IRA is a personal savings plan that offers tax benefits to encourage retirement savings. Almost anyone can set up a traditional IRA. The only requirements are that you must […]
An astute investor understands that proper diversification involves holding a range of investments in all asset categories. Such as; stocks, bonds, real estate, and cash. Do not chase the hottest investment class of the moment, because eventually it will fizzle […]
Portfolio Manteniance The words rebalance and redesign sound similar, but are two completely different concepts with different applications. Once you have begun investing you will need to evaluate your portfolio on a regular basis. Life happens. So your portfolio […]
What If You Could Invest In The Olympics? Would it be a good idea? With the Olympics winding down I figured I would take a moment and look a them from a financial planner perspective. Here goes. The […]
Everything You Ever Wanted to Know about Asset Allocation What is an asset anyway? It’s an interesting question, because no one ever seems to ask. In conversation, however, it becomes clear that our conventional misunderstanding can carry financial repercussions. […]
