Throughout the week, I run across articles that may be of interest to you. In today’s Articles of Interest series, I am sharing an article titled Jeremy Siegel: The S&P 500 Is Fairly Valued. In this article, Jeremy discusses that the S&P 500 is not over-priced. This flies in direct conflict with what many of […]
Articles of Interest: The Market Is Not Over Priced Read More »
I’ve written a lot in the past about the many problems with annuities. And while I hate to keep belaboring the point, I couldn’t let my most recent experience go without mention.
Another Annuity Nightmare Read More »
Last week I shared an article on the Perils of Owning Individual Stocks. Interestingly enough, this week I ran across an article titled An Innovative Approach To Mitigating Single-Stock Risk. This article was written by Sean Allocca for Financial Planning Magazine. In the article, Sean discusses a new product called a Stock Protection Fund (SPF),
Articles of Interest: Stock Protection Funds Read More »
Last Updated: 5/28/2021 In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to a Roth IRA (known as a Roth IRA Conversion). Doing so could significantly improve your net worth and protect you from an uncertain political future.
3 Reasons to do a Roth IRA Conversion Read More »
This week, I’m sharing an article from ETF.com titled Perils of Owning Individual Stocks. Author, Larry Swedroe, discusses why buying individual stocks is a very risky proposition. As you read the article, you will discover some very interesting facts about owning individual stocks that squarely places the odds OUT of your favor. My favorite stat
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This week I am sharing an article from Yahoo Finance titled Warren Buffet: I Still Like The Stock Market Because Of The Bond Market. In this article, author Myles Udland, shares a comment that Buffett made to CNBC. Buffett said, “Stock valuations makes sense with interest rates where they are.” At first glance, it seems
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If you’ve watched any silver commercials lately you would think that silver is a “can’t miss” asset and something that you should definitely own. I recently saw a silver commercial from Lear Capital and noticed that it is significantly flawed and preys on the uninformed. In today’s blog post, I will point out two major
Have You Seen The Recent Silver Commercials? Read More »
I was recently watching on The Weather Channel an episode of SOS: How to Survive. If you’re not familiar with this show, it’s essentially a re-enactment of people who got lost (in the woods, mountains, desert, etc.) and what we can do / learn to survive those types of situations. In this blog post, I
What Survival Can Teach Us About Investing Read More »
Yesterday marked the 30-year anniversary of when the financial markets were disrupted in a way never before seen. October 19, 1987 is infamously known as Black Monday. On that day, the US Stock Market (Dow) dropped 22.6%. That is the largest one-day drop the stock market has ever experienced. This week’s Articles of Interest is
Articles of Interest: 30 Years Ago… Read More »
I’m very happy to report that I’ve recently been published on Investopedia.com. The article is titled When Net Unrealized Appreciation Is A Bad Idea. If you have publicly-traded company stock in a 401k plan then you may have heard of a strategy called net unrealized appreciation (NUA). The basic idea is that once you are eligible, you have an opportunity to
I’ve Been Published: Handling Company Stock in a 401k Read More »
Throughout the week, I run across articles that may be of interest to you. In this week’s Articles of Interest series, I am sharing an article from Dan Solin titled How To Tell If Investment Advice Is Good Or Bad. Be sure to read to the end of the article and click on the “science
Articles of Interest: The Science of Investing Read More »
Shortly after I wrote a recent blog post titled Why I Hate Annuities, a reader of our blog said the following: “I have determined after several years of evaluation that you will never be my financial advisor because of your one-sided view of annuities.” The reader went on to say that “immediate fixed annuities should
Are Fixed Annuities A Good Idea? Read More »
