Actionable Wealth Building Insights, News, Tips & Tricks from our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) pros.
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Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”
Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.
Shares of Uber Technologies $UBER traded recently at 42% discount to Morningstar’s estimate of fair value. Of course your mileage may vary…
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
A deferred annuity, unlike an immediate income annuity, is not a buy and hold investment. Most important, it’s not an investment you should buy and ignore.
According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.
A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.
Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.
It’s a concise, useful, and all-around fantastic checklist with relevant links. Here’s Successful Portfolios’ twelve-step Financial Planning To-Do-List for 2020 and beyond. It’s a must-read for anyone serious about personal finance.
In his influential book, A Random Walk Down Wall Street, Burton Malkiel makes his case for efficient market theory and passive investing all while excoriating technical analysis through straw man argument. About Beta he writes, “Beta really looks suspiciously like a tool of technical analysis in academic drag – a bastard cousin of the technician’s charts”. We believe beta looks like technical analysis because it is technical analysis as is, by extension, alpha. To whit, alpha and beta estimates can be derived solely from historical price action of securities and indices. Moreover, alpha and beta are indicators that can be effectively analyzed by charts. Most important, it is apparent to us that alpha in particular has useful predictive properties for securities selection and portfolio construction.
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”
Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.
Shares of Uber Technologies $UBER traded recently at 42% discount to Morningstar’s estimate of fair value. Of course your mileage may vary…
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
A deferred annuity, unlike an immediate income annuity, is not a buy and hold investment. Most important, it’s not an investment you should buy and ignore.
According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.
A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.
Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.
It’s a concise, useful, and all-around fantastic checklist with relevant links. Here’s Successful Portfolios’ twelve-step Financial Planning To-Do-List for 2020 and beyond. It’s a must-read for anyone serious about personal finance.
In his influential book, A Random Walk Down Wall Street, Burton Malkiel makes his case for efficient market theory and passive investing all while excoriating technical analysis through straw man argument. About Beta he writes, “Beta really looks suspiciously like a tool of technical analysis in academic drag – a bastard cousin of the technician’s charts”. We believe beta looks like technical analysis because it is technical analysis as is, by extension, alpha. To whit, alpha and beta estimates can be derived solely from historical price action of securities and indices. Moreover, alpha and beta are indicators that can be effectively analyzed by charts. Most important, it is apparent to us that alpha in particular has useful predictive properties for securities selection and portfolio construction.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
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