For at least the last decade, the spotlight has been glaring down on investment management fees and the impact they can have on investment returns. Unquestionably, investors need to be aware of investment management fees and expenses when formulating their long-term investment strategy. But, in terms of the damage they can do to investment performance, …
In 2020 stock market volatility returned with a vengeance, creating market swings the likes of which we haven’t seen in a long while. We saw the market surge to new highs on top of correction-level declines – not just once, but several times – which can be unnerving even for the most patient of investors, …
Turning Stock Market Lemons into Lemonade with Tax-Loss Harvesting Read More »
The myth about retirement income generation is that it relies primarily on the value of your assets throughout retirement – i.e., If asset values decline, so too will your income and your ability to outlive your assets. But that’s not the case if you own the right investments. Unquestionably, this has been an unnerving time …
What Retirement Investors Get Wrong About Income Planning Read More »
Hello once again, my friends, and welcome to the third of six installments in this guest blog series titled The Power of Planning. Here are the links to the last two articles, “The Power of Planning Series: Step One – Strong Foundations” and “The Power of Planning Series: Step Two – Working the Plan.” We …
The Power of Planning Series: Step Three – Locking it Down Read More »
Hello once again, my friends, and welcome to the second of six installments in this guest blog series titled The Power of Planning. Here is the link to the last article, “The Power of Planning Series: Step One – Strong Foundations”. In that article, we discussed setting a solid foundation for your financial plan: how …
The Power of Planning Series: Step Two – Working the Plan Read More »
Times have changed as they always do. What was true for those of my generation may or may not be true for those that follow. The generational gaps that we are seeing today seem to be much more pronounced than ever before in our nation’s history. Whether it’s due to a shift in popular thinking …
The Power of Planning Series: Step One – Strong Foundations Read More »