020 – Five Key Decisions Every Investor Needs To Make
There are five key decisions every investor needs to make: 1. The Do-It-Yourself Decision – Should you try to invest on your own or seek help from an investment professional? And if so, which type of advisor is best? 2. The Asset Allocation Decision – How should you allocate your investments among stocks, bonds and…
019 – What is the Investment Answer?
I want to chat with you a bit today about recent market performance, which as you know has been historically weak. If you are a long time listener you are well aware of two facts: 1. Investment in equities carries risk; a risk that prices decline, sometimes more severely than others and second, that over…
018 – 2016 – Ten Predictions to Count On
017 – 5 New Year’s Money Resolutions
016 – Top 10 Year-End Tax Planning Tips
To help you finish out 2015 with a flourish, here’s a list of top 10 year-end financial to dos. 1. Max out retirement contributionsMake sure you’re on target for retirement—and save on taxes, too—by contributing the maximum to your tax-advantaged retirement accounts, whether you have an IRA, a 401(k) or both. For 2015, you…