Blog – Page 14 – Preferred Retirement Options

Is the Stock Market Rigged?

Investors everywhere are panicking and fearful after a very interesting topic on 60 minutes this past Sunday. The headlines read, “The Stock Market is Rigged, and you are the victim”. So I am going to break down exactly why they are saying that the stock market is rigged, and whether you should panic or not.…

April 2, 2014
Candy Crush Saga is Going Public: Should You Invest?

As Candy Crush Saga makes its way to Wall Street there are a few things we can learn from this IPO (Initial Public Offering). First of all, should you invest in an IPO company? The answer is no. Matson Money chooses to stay away from stocks when they first go through their IPO due to…

March 25, 2014
When Stockpickers Realize Their Flaw

Stock Picking is and has been a very popular topic for years. We look at examples like Warren Buffet and see how much success he had “stock picking”. Well I learned today that Warren Buffet doesn’t believe that stock picking works. Here are pieces of a great article called, “Why the World’s Greatest Stock Picker…

March 4, 2014
MyRA:Obama’s New Retirement Plan

The new idea of the MyRA is similar to a Roth IRA, but with only one investment option, the US Government. There is obviously some diversification red flags that come up with these accounts as well as a few others. Here is more basic information on what a MyRA is from a article on Yahoo…

February 25, 2014
Bad Markets in January?

The market return in January was down, especially when comparing it to the wonderful returns we all received in 2013. You might be thinking, is this the beginning of a bear market. Should you panic. The answer is no to panicking. The market will do its thing in the short term but if you are…

February 19, 2014
Retirement Destinations- Things to Consider

Retirement brings about a lot of freedom for retirees. One of those freedoms that many people quickly take advantage of is the freedom of geography, the ability to relocate to wherever they’d like. Many people have dreamed of a certain destination for years, while others may still be searching for that perfect spot. Whether your…

February 11, 2014
Retirement Planning Microscope Moves to the 20’s

As time moves onward, a lot of the retirement conversation has shifted. Many discussions no longer revolve around you Baby Boomers. Now, the eyes are on the younger investors, your children. They say hindsight is 20/20, and it seems that many of the twentysomethings have seen the retirement struggles of their parents’ generation all too…

February 4, 2014
What’s Even Better than Index Funds?

Dan Solin helps us to understand first of all why index funds are better than actively traded funds. Then he goes on to explain why there is an even better way to invest than index funds. We call it institutional funds, he calls it passive asset class investing. Here is part of the article he…

January 29, 2014
Retirement & Your Budget: Debits and Credits

Just like any major life event, retirement will bring about a lot of unexpected changes. Many of these changes will be in lifestyle, hobbies, or location, but the most worrisome for retirees are the unexpected changes with their financial situation. If you are like most of our clients, you have planned well for your retirement,…

January 21, 2014
4 Tips for Deducting Charitable Donations from Your Taxes

Even though the U.S. is steadily rebounding from the recession, times are still tough. According to the Bureau of Labor Statistics, the unemployment rate is still hovering around 7%. And the gap between the poverty line and the middle class continues to widen. It can be a stretch for households to donate to the less…

January 14, 2014