Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
7 Ways to Derail Your Investment Portfolio
Investing
Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment?
We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More
Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV
Wondering what steps you can take if you are worried about losing your job? How do you take advantage of the market decline and current income tax rates? These are… Read More
Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline
Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January. While nobody… Read More
Market Timing – What if We Had a Crystal Ball?
What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest? That’s the question that market analyst Nick… Read More
Annuities: Are They a Good Move?
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
Is Your Investment Account Safe from Fraud and Cyber Thieves?
With cyber theft on the rise, cybersecurity has become a huge concern among businesses and individuals alike. It is therefore very important to understand how to protect your investment accounts… Read More
Should You Do It Yourself? Investments and Financial Planning
Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More
Inherited IRAs: Don’t Touch Without First Consulting a Professional
If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More
Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?
Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup… Read More
