Hear from founder and president, Tim Doehrmann.
Tim discusses a little-known benefit in the US tax code: the 0% tax rate on investment income. Certain individuals may pay no taxes on capital gains from taxable investment accounts.
Tim talks about annuities and how to decide whether or not to include them in your retirement portfolio.
Tim shares a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.
What is a robo-advisor and how do they compare with hiring a comprehensive financial planner? Tim talks about what a robo-advisor is, how a robo-advisor works, and who may or may not be a good fit for a robo-advisor.
Tim describes how dynamic distribution with guardrails works for on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.
Tim talks about the rapid increase in the stock price of GameStop to cause a short squeeze, why it could happen again, and how it doesn’t have to affect your retirement.
Tim explains “Don’t fight the Fed” from some of our weekly emails. Then he adds a Twitter thread from Peter Mallouk for clarification on why the markets are bouncing back so well.
Tim provides an update on the current market volatility, important things to keep in mind during uncertainty, and 3 action items he's recommending to his clients.
Tim talks about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio.
Tim discusses why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.
Economic and societal changes 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.
Tim talks 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.
Tim talks about five problems with dividend investing and also a better investment strategy.
Tim talks about why his opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, he describes why it's important for his firm to be the high-value option
Tim talks about the appeal of investing IPOs, the problems, and why companies do IPOs, plus, whether IPOs should be a part of your investment portfolio.
Why are interest rates, inflation, economic growth all relatively low in historical terms? The global financial paradigm has changed and the basic principles of investing can no longer be taken for granted.
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.
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.