Planning for your retirement isn’t a simple answer, and there is never a one size fits all solution that sets everyone up for equal success. The only true piece of advice I can impart to those looking to plan for a comfortable retirement is to never rely on luck alone. The investment market can be… [Continue]
February 10, 2017 By
Head Better Than Heart in Determining Investing Risk Tolerance
A factor that financial advisers have to consider with their clients is the emotional risk tolerance for investing. Knowing how much investment risk a client can stomach is important, especially if their portfolio comprises high risk accounts. However, there are other questions to be asking, as well. Rather than focusing on the emotional reaction to… [Continue]
February 10, 2017 By
Employers can Keep IRA Plans Simple
As traditional pensions continue to fall by the wayside in employer benefits packages, employees are becoming increasingly responsible for saving for their own retirement. Even still, many small employers offer neither a pension or any retirement savings options to their employees. However, small business owners do have one retirement savings plan option available to them… [Continue]
February 10, 2017 By
A Focus on Tax Efficiency Pays Off
Building a tax-efficient portfolio should be a priority for every investor. Although the decisions made to create a tax-efficient portfolio are small, they always pay off with larger gains in the long term. Inefficient portfolios not only drag on returns, they also can result in a higher tax bill. As an investor who is focusing… [Continue]
February 10, 2017 By
Considering Your Investment Style
Active versus passive mutual fund investment strategies are often hotly debated in the financial industry. An active approach tries to beat a benchmark through superior stock picking, market timing, and every strategy in between. In the opposite corner, fund managers who use a passive approach are looking to match the returns of the benchmark that… [Continue]
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