2 Reasons the Generic 60/40 Portfolio Fails
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities […]
December 2022
What You Need to Know about Index Funds and Mutual Funds
On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of […]
November 2022
The Value of Opening a Roth IRA at the End of the Year
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a […]
Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying […]
October 2022
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. […]
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which […]
5 Unique Risks for the Affluent Investor
You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But […]
September 2022
What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a downward trend. But that’s not what volatility really […]
August 2022
5 Key Components to the Retirement Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on […]
July 2022
Don’t Succumb to the Fear of Missing Out
If you’ve followed markets or financial news, especially in the past few years, you may have come across the term “fear of missing out,” commonly abbreviated to FOMO. […]
