Investments

How can I protect my portfolio from a post-election drop in stocks?

How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately, the prevalence of negative campaigning can add to our angst and uncertainty. Fortunately, market history is clear – trying to maneuver a portfolio based on how an election proceeds and…

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What to expect in a stock market recovery

What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While preparation does not eliminate all pressure, the sentiment holds truth. It is why coaches run drills and push players in practice. They do not want the pressures of competition to…

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Can I get money from my IRA tax free due to Covid-19?

Can I get money from my IRA tax free due to Covid-19? In response to the Covid-19 pandemic, the CARES Act changed several IRA and retirement plan rules for people of all ages. The Act allows qualified individuals to take distributions during 2020 of up to $100,000 penalty-free, but not tax-free, from their IRAs or…

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Decision making in the face of uncertainty

Decision making in the face of uncertainty When markets rise or fall ten percent in a day and your account values oscillate by thousands of dollars along with those shifts, it is easy to become concerned about short term market behavior. Concern would be a perfectly normal reaction. However, what you do with your concern…

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Can I buy real estate in my IRA?

Can I buy real estate in my IRA? You cannot buy a personal residence in your IRA but you can buy other properties. For most people, it is either not practical or not a good idea. Here a few of those reasons: If the rules are not followed properly and a “prohibited transaction” occurs, the…

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Can I convert a 401(k) to a Roth IRA?

Can I convert a 401(k) to a Roth IRA? Before we look at whether you can convert a 401(k) to a Roth IRA, it is important to consider if a conversion to any type of Roth account is wise in the first place. When you convert to a Roth account, usually all of the amount…

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