Investing

The Generic 60/40 Portfolio May Need an Examination

As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using [...]

2023-12-11T18:20:32+00:00December 11th, 2023|blog, Investing|

Reexamining the Retirement Investment Portfolio

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation [...]

2023-10-09T15:22:15+00:00October 9th, 2023|blog, Investing, Retirement Income Planning|

Should I Convert My 401(k) To A Roth IRA?

Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different [...]

2023-08-30T19:59:15+00:00August 28th, 2023|blog, Investing, Retirement Income Planning|

Can You Turn Investment Losses into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease the lifespan of your savings. And if you’re nearing retirement, market [...]

2023-06-01T20:32:35+00:00May 11th, 2023|blog, Investing, Taxes & Tax Planning|

3 Factors to Know for Rising Interest Rate Conditions

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75% in November.[2] This rise in the [...]

2023-03-23T20:49:43+00:00March 23rd, 2023|blog, Financial Planning, Investing|

Don’t Forget the Tried-and-True Value of Compounding Interest

If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful tool that can significantly increase the value of an investment over [...]

2023-03-23T20:29:07+00:00March 23rd, 2023|blog, Investing|
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