Yesterday, Tom published a new blog post about the current state of the market, and if we’re due for a market correction. Many industry professionals have been calling for some sort of pullback for a while now, and Tom talks about whether or not it’s finally time. To read the full article, check out the… [Read More] Tim’s Top Links – 10/10/17
A client wrote in and asked, “Do you think the market is due for a correction?” Here was my reply: Short answer: Are we due for a correction? Probably. Longer answer: Let’s start with defining the term “correction.” A correction is usually a 5-10% pull-back in the market. And, as I’ve written lots and lots… [Read More] Time for a Correction in the Market?
According to an article published in 2015, approximately 64% of Americans do not have a Will. My question to those (nearly) two-thirds of Americans without a Last Will and Testament is this: what are you thinking? There are apparently lots of folks who (mistakenly) believe: Wills are only necessary if you have a multi-million-dollar estate.… [Read More] Make a Will, today!
In this post we discuss what is a credit freeze, is it worth getting one, and what happened with the Equifax breach and why it may impact you. Part of our “job” so to speak is to manage your investments. But another part of what we do is help you plan safely for the future.… [Read More] Credit Freeze: Worth it?
Remember when people were asking where all the market volatility went? Well, it’s back. We’re still just a few percentage points off highs, but the day-to-day moves in the market have become a little more volatile than we have seen earlier in the year. I guess people are starting to come out of their summer… [Read More] Tim’s Top Links – 8/24/17
Who are the beneficiaries on your IRA or retirement account at work? If you cannot answer immediately, you may want to check. Often, employees will name a beneficiary on a retirement account at work when they enroll in the plan. Which may have been twenty years ago. Or you may have named beneficiaries when you opened… [Read More] Beneficiaries: An Important Part of Your Retirement Account