by Joanne Tackes | Oct 7, 2021 | Investing
Congratulations, you have been awarded stock units by your employer! These awards come in a variety of flavors, but all represent the promise to transfer company stock (or a cash equivalent) to you at a later date or dates – the vesting date(s). If you are...
by Robert Bartley | Jul 19, 2021 | Investing
The market is once again being dominated by a few large companies. The rally since March of 2020 had broad participation but that has waned. This is always a warning sign. The market can turn this around, but the current trend is less and less participation in this...
by Robert Bartley | Jul 13, 2021 | Investing
Do you have a retirement income strategy? Does it take into account Required Minimum Distributions (RMDs)? If not, you may find yourself in quite a pickle after age 72. The IRS stipulates that a portion of tax-deferred retirement accounts must be withdrawn...
by Robert Bartley | Jun 30, 2021 | Investing, Retirement
Required Minimum Distributions, or RMDs, affect IRAs in different ways that every retirement account holder should understand. There are different types of IRAs, each of which has qualities that can be combined to benefit retirement savers. One critical difference...
by Robert Bartley | Feb 22, 2021 | Investing
Investing your money can be a bit intimidating, especially if you’re new to investment management. There are so many risks to understand, strategies to plan, and lots of jargon and new terms to confuse you when you start. Understanding these investment buzzwords and...
by Robert Bartley | Dec 8, 2020 | Investing, Markets
Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick Note With Covid-19 there has probably never...
