Bonds

Which presidential candidates will be good, or bad, for the markets?

  We should all treasure our right to vote and exercise that right with great forethought. You, our clients, are intelligent, well-educated, patriotic Americans who want the best for this country. Many of you risked your lives or lost loved ones to preserve our democracy. This election is important. We are confident you will cast…

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Why rebalancing can help when markets decline

Markets are quick to react to change and current events causing them to rise and fall frequently and sometimes substantially. This summer’s double digit decline in U.S. stocks is just the latest example. Such swift declines can add to a sense of chaos and make investors uneasy. As chaotic as markets can be, if we…

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Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months. How a mutual fund sale might affect your taxes Is a long-term-care/life-insurance combo better than a straight one? When RMDs start for workers…

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Investments to avoid when interest rates rise

  We proactively seek out the best investment vehicles for our clients’ portfolios. To spur new sales, Wall Street is constantly creating new products or repackaging existing ones, so our search is ongoing. Sometimes their products are useful innovations but most of the time that is not the case, such as in the bond market.…

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Can I just live off interest?

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months. How nonworking spouses can contribute to IRAs Investors, remember, trading is not investing How inheriting an IRA affects…

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HOW TO STAY HAPPY IN RETIREMENT

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months. 6 Keys To a Happy Retirement Tax Planning For Retirees Takes Many Forms Can I Write…

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