July 15, 2020 Update: Should You Forgo Taking RMDs in 2020?
June 10, 2020 Update: Green Shoots and Signs of Economic Life
May 20, 2020 Update: Why They Matter: Professional Fiduciaries—a Position of Trust
May 12, 2020 Update: No News is Better than Old News
May 5, 2020 Update: Animal Spirits and Economic Activity
April 28, 2020 Update: Tips for Staying Ahead of Today’s Scammers
April 23, 2020 Update: Lower Your Tax Bill Through Tax-Loss Harvesting
April 14, 2020 Update: How the CARES Act Affects Retirement Planning
April 9, 2020 Update: When Markets are Moving, Think Rebalancing
Considering how much markets have fluctuated over the past month, now could be an opportune time to rebalance. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original or desired level of asset allocation or risk. So let’s review the basics.
April 7, 2020 Update: Gimme Shelter—Why Diversification Can Pay in a Down Market
Having a diverse investment portfolio doesn’t eliminate the risks of investing. However, it can pay off. How? By providing you choices that help reduce the impact of down markets if some of the portfolio has to be sold. In that sense, it’s wise to have a broad array of investments in your portfolio. And, since we’ve entered a bear market, let’s examine the benefits of diversifying an investment portfolio.