Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after…
We put together this short presentation video as a reminder and overview of the three primary benefits of dollar-cost averaging. It is appropriate for investors considering or already utilizing a systematic investing plan, including retirement plan participants in a 401k…
In 2014, hedge fund “titan” Bill Ackman managed to earn a 40% return, dramatically outperforming the S&P 500 by over 26%. His fund saw an influx of new investor money and its portfolios’ values ballooned to about $20 billion! As of…
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…
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…
We thought we would have some fun with this as Powerball fever sweeps the nation. Someone, somewhere in America or a group of people are about to have their live’s changed forever. We have all heard about the horror stories…
Your year end tax and investment plan should include tax loss harvesting your energy investments. If you hold energy sector investments in your taxable investment accounts chances are you have loses. Now could be a good time to do a…
The markets just wrapped up their worst quarter in five years. All three major indices entered correction mode during some point in the quarter, meaning they had dropped 10% below their recent highs. For the quarter, the S&P 500, DOW,…