by Kim Hoye | Dec 12, 2017 | Investing, Kimberly Hoye
In case you’re hesitant about requesting this as a gift for your kids, or giving it as a gift to your loved ones, I wanted to calm your mind about some of the most common fears about 529 plans and give you some information that might help convince you that they are a...
by Robert Bartley | Aug 22, 2017 | College Planning, Investing, Markets, Retirement, Robert Bartley
August Market Doldrums We are in the historically tough stock market month of August and this year is playing out like many others. Currently there are more stocks (> 50%) in the S&P 500 below their 200-day moving average than above. That means more stocks are...
by Joanne Tackes | Apr 10, 2017 | Investing, Joanne Tackes
Roth IRA Accounts for Teens We’ve all heard the key to retirement planning is to start early. How early? Let’s just say, it’s never too early! Consider the advantages of establishing a Roth Individual Retirement Account (IRA) for a teenager. What is a Roth IRA? A...
by Robert Bartley | Dec 13, 2016 | Investing, Robert Bartley
I have often times told clients before retirement that they have reached “critical mass” in their portfolio. What this means is they have enough money to retire on and live the comfortable lifestyle that fits their desires. The problem is that the investment markets...
by Robert Bartley | Apr 20, 2016 | Investing, Markets, Robert Bartley
Global stock markets are on life support from central banks. The market is topping. The next significant market move (30% or more) will almost surely be down. When that will happen is anyone’s guess, this year, next year or…? We are getting closer. The...
by Robert Bartley | Feb 10, 2016 | Investing, Robert Bartley
You need to review your risk before a market downturn. If you haven’t assessed your risk, including best and worst case scenario losses then do so NOW! Many investors don’t review their risk or entrust their advisor to do so. If neither you nor your advisor has...
