One bitcoin today is worth roughly $39,286, which demonstrates how out-of-whack this cycle’s pet rock, tulip craze, or dot-com stock (pick your financial bubble) has
I work with individuals to help build or update their personalized investment portfolios based on their goals and risks and review their portfolios periodically.
The U.S. stock market has come a long way from its Great Recession low. That low, when the S&P 500 bottomed out at 666 on
It has been a confounding year for investors. The stock market started 2020 strong, then the virus hit. At its worst in March, it was
Because different countries have different currencies, overseas travel is usually more complicated than domestic travel. Likewise, overseas investing is more complicated than domestic investing. However,
Diversification remains investors’ one free lunch. This is a good time to double-check yours, especially if you were uncomfortable with March’s downturn.
Tim Hayes Offices in Boston & S Dartmouth This is a hypothetical example and not actual clients and their outcomes. Desi, 62, and his wife, Lucy Arnot, 55, both retired
One bitcoin today is worth roughly $39,286, which demonstrates how out-of-whack this cycle’s pet rock, tulip craze, or dot-com stock (pick your financial bubble) has gotten.
To allow non-spouse beneficiaries to withdraw over their lifetime while protecting the retirement account (401k, 403b, IRA) from creditors, many attorneys recommended people name a Trust as the primary or
I work with individuals to help build or update their personalized investment portfolios based on their goals and risks and review their portfolios periodically.
This past December, after a 7% year-over-year inflation increase, Federal Reserve Chairman Jerome Powell reversed course. He declared that inflation was not transitory and laid out his plan for how
Since 1990, I’ve been a financial advisor specializing in helping educators set up, invest, and service their 403b plans.
One of 2021’s biggest financial stories is the comeback of inflation. It may be transitory, as the Federal Reserve has been stating, or more sinister, like the kind of increases
The U.S. stock market has come a long way from its Great Recession low. That low, when the S&P 500 bottomed out at 666 on March 9, 2009, is called
Do you happen to have after-tax money in your 401k or 403b, assuming the fees and expenses in the IRAs are comparable to the 401k or 403b? A rollover might
In capitalism, the government’s role in creating new money is limited. It mostly moves around money that is already in the economy, funds itself by collecting taxes or selling government
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