Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the primary focus for all investors
With the number of interest rate hikes since 2022, investing in fixed income has become an attractive option. While inflation has cooled down since then, there
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the interest rate environment has
Near the end of 2007 as the market was hitting new highs, I wrote a post that was titled exactly opposite of today’s post. (As the market was hitting highs, our
One of the most common questions raised when talking about retirement is ‘Will I run out of money?’ Many retirees have looked to the “4% rule” for guidance. In
We have all heard the phrases “Low Risk, Low Return” and “High Risk, High Return”. Like returns, the risk level of an investment can be measured as a percentage
Downturns in the stock market can be met with some level of concern. An experienced investor knows the last thing to do would be to sell everything and exit the
A common tax savings strategy for investors is to intentionally sell securities with losses to offset gains that have been realized or will be realized in the
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. In this current interest rate environment
The past decade in investment performance across equities have rewarded investors greatly. While there have been a few bumps in the past (namely the pandemic)
Back in April, the Biden Administration proposed numerous changes to the tax code which underwent various changes in the legislative text and is being debated
When it comes to financial topics, some answers are more clear-cut than others. A discussion about maxing out a Roth IRA (which you should) may be an easier