Investment Personas
When we’re aware of our own investor persona and its pitfalls, we can better control our behavior and decision-making so that we can be better, more successful investors.
Stay The Course
2021 is underway, as our nation and the rest of the world look to begin to put the global pandemic behind us. The path forward for the US economy, as well as that of the global economy, will continue to depend heavily on the success of combatting the virus.
What Issues Should I Consider Before The End Of The Year? + Free Checklist
I think most of us will be happy to see the back of 2020. As years go, it was a bad one. But before we send 2020 off, there are a few things we need to consider so we can set ourselves up for a better (at least financially!) 2021. Here’s hoping!
How Much Should I Have Saved at Age 40?
We all know how important it is to save for retirement, but how do we know if we are on track to meet our savings goals? We can use these rules of thumb to check our progress and adjust if needed.
No 401(k)?
Only about 60% of American workers have the option to invest in a 401(k). Despite this discrepancy in access, the importance of saving for retirement using a tax-advantaged account remains. If you are someone without 401(k), it is important to explore alternatives.
What Is Going on With the Bond Market?
Should I own bonds right now? What about those lackluster returns? Despite this, bonds still help us hedge against volatility and rebalance your portfolio.
What is a Stock Split?
Last month, Apple's stock split helped crash the popular trading platform Robinhood. Stock splits do not matter when you are investing for the long-term. Ignore the hype and follow your overall financial plan.
Common 401(k) Matching Mistake
This is a common 401k matching mistake. You should review the language of your 401k each year. Subtle changes in policy and the language can greatly impact your finances.
Retirement Plans: Mega Backdoor Roth
What is a Mega Backdoor Roth? It is a strategy that enables high-income earners to get around the income restrictions by making contributions to a Roth account in their 401(k).