Our November personal finance newsletter is now available. In addition to the investment market update, it includes several articles on personal financial planning. We have updates released by the IRS and social security administration for 2015: Retirement plan contribution limits for … [Read more...]
Investing Consistency Pays Off
If you’ve ever found yourself tempted to stop investing when the market was declining, you now have one more piece of evidence that it’s best to stick with your game plan through good and bad market conditions. A recent study analyzed 7.5 million 401(k) plan participants who participated in their … [Read more...]
August 2014 Personal Finance Newsletter
The August 2014 Personal Finance Newsletter is now available. It includes a year-to-date investment market update, plus thoughts on why we shouldn't fear a correction. In addition, we highlight 10 tax breaks that haven't been extended yet for 2014 and why you may wish to consider a Roth IRA for … [Read more...]
Hmm … Can Underperforming Assets Actually Help Your Portfolio Over Time?
The answer will probably be surprise you. You've likely noticed that the U.S. stock market has offered booming returns over the past three or four years: up an average of 17.4% in the past 36 months alone. Then you look at the money invested in international equities (the EAFE index up just 8.7% … [Read more...]
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