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Investments

Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline

March 29, 2020

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

Categories: Investing Tags: Investments, IRA, Market Decline, Rebalancing, Roth Conversion

Market Timing – What if We Had a Crystal Ball?

February 10, 2020

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

Categories: Investing Tags: Dollar Cost Averaging, Investments, market timing, retirement

Is Your Investment Account Safe from Fraud and Cyber Thieves?

January 25, 2020

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

Categories: Cybersecurity, Investing Tags: cybersecurity, Investments

Should You Do It Yourself? Investments and Financial Planning

November 9, 2019

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

Categories: Investing Tags: Do it Yourself Investments, Financial Planning, Investments

Inherited IRAs: Don’t Touch Without First Consulting a Professional

October 17, 2019

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

Categories: Investing, Retirement Tags: Financial Planning, inherited IRA, Investments, rules about Inherited IRA's

Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)?

October 14, 2019

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

Categories: Bonds, Investing Tags: bonds, cost of bonds, Investments, risk of bonds

How Investment Fees and Expenses Work

March 13, 2016

How Fees Work: There are three types of fees associated with mutual funds that are charged to the investor: Expense ratios: All mutual funds have expense ratios, which range from… Read More

Categories: Investment Fees Tags: investing, investment fees, Investments

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