We recommend that you not attempt market timing. Mutual fund company Dimensional Fund Advisors recently crunched the numbers on how much it can cost. It's not pretty. Market timing can cost more than a third of your investment assets if you miss out on just 6 months. For details, including the … [Read more...]
Summer 2023 Financial Planning Newsletter
Our summer 2023 financial planning newsletter is now available. In addition to the investment market updates, it includes tips on retirement contributions including the new rules for 2024 401(k) catch-up contributions. We also cover last week's IRS guidance about Required Minimum Distribution (RMD) … [Read more...]
Cash vs. Bonds in 2023
Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, treasuries, or a savings account. These feelings are especially understandable after 2022, a rare year in … [Read more...]
Should you make changes to your portfolio in anticipation of the debt ceiling “X” date?
We’re recommending that our clients do not make any portfolio changes based on the debt ceiling issue. We can’t predict the timing of any downturn or subsequent recovery. Even this morning (May 25) when we’re within a week of the X date, the S&P 500* is up a half percent one hour into trading. … [Read more...]
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