Category: Investing

The Value of Diversification

There is no need to hunker down in just the SP500 or gold to see returns, diversification is preached for a reason. This chart shows annual returns for eight broad-based asset classes. Notice how the “leadership” changes from year to year, and how competitively the diversified portfolio performed over 20 years (see the “annualized return” column).

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Is a Roth IRA Right for You?

Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That’s where Roth Conversions come into play.

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The Markets and Coronavirus

What’s happening? The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a downward spiral with bouts

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Change ahead for FINRA advisors

DOL Fiduciary Ruling Delayed

The DOL fiduciary ruling set to launch in April requiring that advisors act in a consumer’s best interest has been tentatively delayed until June 9,

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Young girl crossing eyes

What’s a…fi-doo-shee-er-ee??

A fi-doo-shee-er-ee, or fiduciary in common English, is one of the most important considerations in choosing a financial planner. Don’t believe me? You should, because even entertainment media is

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