It’s no secret that this past election season was full of emotional ups an downs. No matter what side of the political line you fall on, everyone noticed the impact that the election had on the financial markets. That’s because financial markets like certainty, and when anything deviates from a sure-thing, they tend to become… [Continue]
February 10, 2017 By
Estate Plans Help Protect Families
Although it’s unpleasant to think about, it’s a fact of life that things often don’t go as planned. Having an estate plan in place can help to protect your assets and your family in the event that something unexpected happens. How do you create an estate plan? There are a handful of simple steps you… [Continue]
February 10, 2017 By
Non-traded Real Estate Trusts Have Added Lipstick, but are Still Pigs
REITs, or Real Estate Investment Trusts, are fairly confusing. Public REITs come in two different platforms – exchange-traded and non-traded. Exchange-traded and non-traded REITs have a handful of similarities. For example, each is an investment in real estate. They’re also each required to distribute a minimum of 90% of taxable income to shareholders on an… [Continue]
February 10, 2017 By
Investors Shouldn’t Let Market Headlines Go to Their Heads
Keeping a level head during potentially volatile market times is key. It’s important to keep in mind that, no matter what is happening internationally in the moment, your investment in the market is long-term. On any given day, the market will rise and it will fall. Sometimes the highs and lows will be more drastic… [Continue]
February 10, 2017 By
Flexibility is Key to Any Portfolio Withdrawal Strategy
Determining safe withdrawal rates – or the rate where the percentage of a portfolio that can be withdrawn on an annual basis without sacrificing the portfolio’s ability to last for the lifetime of the investor – is difficult to do. Nobody can predict the future, so knowing exactly how long an investor’s lifetime is going to… [Continue]
February 10, 2017 By
Take Steps to Simplify Your Investment Strategy
Complicated investment strategies that have no defined structure or path are the surest way to set yourself up for investment failure. Taking the time to focus your investment strategy and simplifying your portfolio can be easy with these three simple steps. Consolidate accounts where you can. Having fewer accounts will reduce the confusion of multiple… [Continue]
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