Location, Location, Location
Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your
Investing
401(k) and Employer Stock — A Different Approach
Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches.
Back to Basics: Individual Retirement Arrangements (IRAs)
Will you be contributing to an IRA this year? Head back to basics for a better understanding of this investment vehicle, to learn about increased contribution limits for 2019, and
Back to Basics: Rebalancing
How well-balanced is your portfolio? When you start with proper asset allocation as well as the right balance of possible risk and potential returns, you can rebalance your investments as
Back to Basics: Save Your Money
How basic can it get? This is part Back to Basics, part public service announcement, and 100% simple reminder: Save your money. I bring it up because it’s an easy
The Value of Professional Financial Advice
When Jessica divorced five years ago, she had a lot of decisions to make. One consideration was whether to handle her investment management herself or to hire someone to guide