Inflation is back, so we are going to talk about what you can do about it within your investment portfolios. For a discussion about what inflation is and whether you should be concerned, read my previous blog here. The Effect of Inflation on BondsIncreasing inflation is generally bad for traditional bonds. Remember that the price …
More and more frequently, I am being asked whether I hold myself to a fiduciary standard as the awareness of this term spreads. However, I find that even the people who are aware enough to ask the question don’t really understand what it means, even while they sense it is important. Let me attempt to …
Every April, 254 amateur college football athletes realize their dream and are selected by an NFL team in the NFL Draft. Many NFL executives put their reputation and their job on the line based on the selections they make in the NFL draft. As with the stock market, NFL executives must make decisions based on …
Inflation has returned to the public’s consciousness so let’s talk about what it is and whether you should be concerned. In my next blog, I will tackle what you might want to do with your investment strategy during times of increasing inflation. The General IdeaInflation is simply the increasing cost of goods and services, and …
Socially Responsible Investing: Do You Have to Sacrifice Performance? There is an old adage that a person would have to sacrifice performance if they were interested in investing in socially responsible funds. Is that the case? Do people have to make a choice between increasing the performance of their accounts and investing in companies that …
Part 1 of this blog went over the basics of Roth accounts, while Part 2 covered the pros and cons of backdoor Roth IRAs. If you missed either one, you can find Part 1 here and Part 2 here. If you like the idea of tax-free growth for retirement, another strategy to consider is doing a …
Socially Responsible Investing: How do you Manage the Managers? Let’s say you’ve made the decision to move from traditional investments to a socially responsible fund. How do you know if a fund you are looking to purchase is actually avoiding firearms? Are the funds investing in oil companies? Are there ESG funds that have more …
In my last blog, I covered Roth IRAs and Roth 401Ks. If you missed it, you can find a link to it here. However, I find that many of my clients are over the Roth IRA income limits and therefore ineligible to contribute directly to a Roth IRA, and their 401K may not allow Roth …
