Last month, Steve mentioned his issues of sending his youngest off to college and how the 529 plan played a role in funding the college education costs for both of his sons. I too am sending a child off to college this year, one next year, and our youngest a few years after that. It […]
The old saying “time is money” is absolutely true when it comes to the world of investing. Time value of money has a powerful effect on investments, so those who begin investing even small amounts while they are young have a huge advantage over those who invest considerably more later in life. This month’s blog […]
U.S. equity markets endured their third consecutive week of losses as volatility climbed. The S&P 500 Index was down sharply enduring its largest weekly decline since May 2012. The sell-off can be blamed on a number of factors, with concerns over global growth coming in first on that list. Ongoing angst over the end of […]
As part of the investment committee for our firm, I often have conversations with clients and our advisor team about all kinds of investment related topics. We discuss proper allocation, RMD strategies, tax related matters, risk-adjusted return, the merits of diversification, comfortable rates of distribution, the psychology of investing, and the list goes on, and […]