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 we will continue with the theme of tax planning. I’m going to cover a listener question: Will capital gains push me into a higher tax bracket? Then I will give some thoughts on the financial advice industry as a whole.
In this episode of Retire Your Way Radio, I talk about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.
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.
In an update to a recent episode about initial public offerings, I talk about why my opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, I'll describe why it's important for my firm to be the high-value option for financial planning by telling a story about a recent conversation with a prospective client.
In this episode of Retire Your Way Radio, we'll talk about the appeal of investing in Initial Public Offerings (IPOs), the problems with IPOs and why companies do IPOs. Plus, I cover whether or not IPOs should be a part of your investment portfolio and my personal choice of whether or not to invest in IPOs.
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.
It can be difficult to put yourself in someone else’s shoes and this is certainly the case when it comes to money. However, helping them find an understanding or compromise can be rewarding for everyone. Like with most things, an objective third party can add great value to this type of situation.
Top threats to your retirement. Top 10 mistakes retirees make.
Using a Dynamic Distribution to determine Withdrawal Rate to Fund Retirement.
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.