Below are various articles and information from investment firms, as well as articles of interest by a few of our Fee-Only Financial Advisor colleagues throughout the country. As with anything that is written for the public in general, it should not be construed as specific advice for an individual. For questions on any of these topics, feel free to contact us.
Market valuation metrics are important in setting expectations for returns and for providing us a guide for where we have been. Valuation metrics attempt to quantify (basically assign a number we can use for comparisons) how over or under valued a market might be. Let’s start by discussing these points: The stock market is considered…
It’s time to improve your 401(k) by ditching your Target Date Fund and utilizing some other lesser known tools in your 401(k). Everyone is familiar with 401(k) and 403(b) plan by now. They have essentially replaced defined-benefit plans in the American retirement landscape. Most people take a set-it and forget it attitude towards these accounts,…
I rarely write opinion pieces. I’m not sure why to be honest, but I prefer to stick to facts, figures, and strategies. Opinion pieces are far more grey, rather than clear cut “dollars and cents” type stuff. Last month the Department of Labor Fiduciary Rule was supposed to go into effect. I’m both infuriated and…
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