When bull markets rage on everyone is excited and happy. When the bear appears, that sunshine quickly turns to doom and gloom. Adviser Russ Gaiser shares perspectives on ...
Read more
Comments Off on Handling Market Volatility
Blog
While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
Read more
Comments Off on Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare
Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
Read more
Comments Off on Why rising interest rates threaten bond funds
KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
Read more
Comments Off on SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?
When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
Read more
Comments Off on Views Why good retirement planning is about much more than money
Required minimum distributions have gotten a little bit trickier in 2022. Joining me to discuss what you need to know is tax and retirement planning expert, Ed Slott. ...
Read more
Comments Off on Required Minimum Distribution Confusion in 2022
There are a variety of tax deductions and credits available to people who save for retirement. But you could incur tax penalties if you don’t use these accounts ...
Read more
Comments Off on 10 Ways to Reduce Taxes on Your Retirement Savings
If you follow a traditional 60%/40% stock-bond portfolio allocation, you currently should be just 38% invested in equities — 63% of 60%. If your target equity allocation instead ...
Read more
Comments Off on Opinion: This market-timing model says you probably have too much money in stocks
Investors knew this year would be different. But lately, they’ve been getting a lesson in just how different it is shaping up to be. Most analysts expected some action ...
Read more
Comments Off on Volatility Is Rising. Here’s How to Protect Your Investment Portfolio.
As an economist, pulling punches isn’t in my DNA. So, I’ll be blunt: For most Americans, early retirement isn’t just a decision to take the longest vacation of their lives — ...
Read more
Comments Off on A Harvard-trained economist says ‘early retirement is one of the worst money mistakes’—here’s why you’ll ‘regret’ it
