What You Should Do in Response to Market Volatility It’s been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. In the sections below, I’ve provided links to the resources I...
Listen to This Episode On The Podcast An updated version of this post with new content is also available on my podcast The Long Term Investor. For most of your life, saving for retirement probably wasn’t a high priority. But as the years count down on your career,...
Any time you can leverage the power of compounding in your favor, it deserves your full attention. When the opportunity to earn compound returns happens in a place where you get a tax benefit at the same time, it’s a no-brainer to take advantage. Lowering or...
New ideas are always difficult to accept at first. This is never more true than when those new concepts conflict with our existing beliefs. When seeking to understand the world around us, our brains are hardwired to take the path of least resistance. We naturally...
A partial Roth conversion is one of my favorite tools to help clients manage their retirement income taxes, so I get frustrated when I see that tool used in the wrong way. The goal of a partial Roth conversion is to reduce the value a traditional IRA before...
