Category Archives for Retirement Advice

Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future remains uncharted. Nearly any outcome is possible, and none is inevitable. This means

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Recent headlines have been reporting a noticeable uptick in inflation. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The prediction game may be a losing one for many investors, and each year there are published reports that highlight the difficulties conventional managers face.

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Cropped shot of a mature couple going through their paperwork together at home

Tax Planning In Retirement

There is one major tax-planning principle that changes in retirement that is often overlooked by retirees and their advisors alike, which results in paying more taxes than necessary. Entering retirement,

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6 Tax Planning Strategies to Optimize Your Retirement Wealth

6 Tax Planning Strategies to Optimize Your Retirement Wealth

You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your

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Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank

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The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth,

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive

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What’s Social Security Got for You?

  Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress

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