What's Under the Hood? A Brief Guide to the 2019 Market
Here’s what happened: The market – nearly every part of it – ripped higher in 2019. It was an awesome year. Here's what is important:...
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The Secure Act
After being in the works for over three years, the Setting Every Community Up for Retirement Enhancement – better known as the Secure Act – is set to be signed by President Trump before the holidays are over. Below we...
Why Paying Down Your Mortgage Faster Could Be a Good Investment Strategy
In full disclosure, this strategy is NOT for everybody. This idea can only work for someone who has positive cash flow and/or available cash. This is not for people who are struggling to pay their monthly bills. For those who...
4 Ways to Manage Your Required Minimum Distributions (RMDs) When You Don’t Need the Money
It’s that time of year again… If you are over 70 ½ then you know that it is RMD season! In traditional retirement accounts, the IRS requires you to take minimum distributions once you turn 70 ½. It’s inevitable and...
How often should I check my portfolio?
It is actually possible that you are checking your portfolio too much and, as a result, your health can be adversely affected… What do I mean? It’s actually quite simple, you see, the more frequently you check your portfolio, the...
Timing is Everything…
History tends to repeat itself, and when the market struggled this summer and the Federal Reserve cut interest rates, an all too similar fear began to sneak back into investor’s minds… Market meltdowns are always unsettling, but for investors who...