Hear from founder and president, Tim Doehrmann.
The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.
This week I’m going to cover how to use Roth IRAs for tax planning to reduce lifetime tax liabilities, how to get more money into a Roth IRA using the “backdoor Roth” method and, finally, cover how you can use a Roth for college savings.
Today I’m going to cover a listener question about dividend investing. I'll talk about five problems with dividend investing and also a better investment strategy. Check this out before deciding to add more companies to your portfolio that make regular cash payments to their investors.
This episode comes from conversations I’ve had recently concerning interest rates, inflation, economic growth and why they are all relatively low in historical terms. We dig into how the global financial paradigm has changed and why the basic principles of investing can no longer be taken for granted in today’s world.
Fees Vs. Value in relation to your investments, portfolio allocation or financial plan. Are you receiving value for what you're paying? Do you know what you're paying? We're here to help if you would like a second opinion on your investments or financial plan.
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.