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Rules of an Inherited Traditional IRA

When inheriting a traditional IRA in a non-spousal relationship, you have different options based on the age of the original account holder of the traditional IRA. If the account holder was under 70 1/2 you have three options: Life Expectancy Method:…

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5 Keys to a Long Term Strategy in a Volatile Market

Five Keys to maintaining a Long Term Strategy: Maintain Perspective– quick impulse decisions can undermine long-term growth. Patience has rewarded stock holders throughout history. Know your Goals– Focus on your investing objectives and keep your systematic investment approach to reaching…

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A Shift to Value?

Over the last several weeks we have seen a sharp drop in the stock market. Is this a simple correction or something more? Or could there be something else going on? It is hard to turn on the financial news…

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