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Investing Basics #3: Investing with Individual Stocks
Category Archives: Investments
Investing Basics #2: Building On Your Foundation
It is important to understand financial fundamentals as you build your financial plan. We are continuing our journey by establishing your foundation which includes setting your goals, time horizon, risk tolerance and liquidity needs.
Continue readingIRS Clarifications for COVID Relief
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic.
Continue readingThe Bull Market is back, but for how long?
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to peak was just 126 trading days, the fastest recovery in the history of the index, erasing losses from an equally historic plunge of almost 34% in February and March.1
Continue readingInvesting Basics #1: Savings & Investments
The first step in investing is to secure a strong financial foundation.
Start with these four basic steps:
11 Ways to Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals.
Should You Invest During Market Volatility?
In the current market environment, the value of your holdings may be fluctuating widely — and it’s natural to feel tentative about further investment. Continue reading
Historical Trends in the Market
The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.
If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that the stock market is historically cyclical. Continue reading
How To Be Socially Responsible Investor
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. Continue reading
Should You Have a Roth 401(k)?
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.
Dan Kuderer 