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What are the Cost’s Associated with Investing?
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
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The Advantage of Rebalancing
Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important. I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low and selling high. “Rebalancing -The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or…
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Stock Market Recap after the First Quarter
From what you heard on news you might think the stock market had a horrible first quarter. With 3 individual trading days that had very large drops, that seemed to be the big news in the stock market. But in reality the market didn’t really do too bad in the first quarter. The following is…
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Should You Be Dollar Cost Averaging?
Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging- The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. More shares are purchased when prices are low, and fewer shares…
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What to do During a Stock Market Crash
So the stock market has officially had a “correction” over the last few weeks which is a 10% drop from the previous high. And many people are panicked! But panicking after a big drop in the market can be very bad for your long term retirement account. Especially if that panic involved pulling your money…
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Why You Might Want to do a Roth Conversion in 2018
The new tax changes for 2018 have many people looking into Roth Contributions and Roth Conversions. The main reason being, with lower tax brackets for the next several years, there is less of a reason for getting tax breaks now, and more of a reason to get tax free growth for the future. No…
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How Good Were Stocks in 2017
International stocks continued the hot streak and finished the year well ahead of US stocks, while both categories did much better than Bonds. The following is an excerpt from the Matson Money quarterly statement. “The 4th quarter of 2017 saw a continued increase in broad equity markets, both domestically and internationally. U.S. stocks grew by…
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Is It Now Safe to Invest in the Stock Market?
All time highs and continued growth in the stock market seem to scare investors. You can hear fears of a pull back on any media outlet you prefer. But Perhaps one of the biggest challenges that investors face is determining if “right now” is a safe time to invest (meaning not just the present, but…
