August 31, 2016

trapeze jump

How to Monitor Your Financial Advisor

When seeking a financial advisor, you should find out if they are willing to sign a fiduciary oath putting your interests above those of their employer.

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Abacus

What’s the Difference Between Time Weighted Return and Internal Rate of Return?

There are 2 main types of returns you want to see on your performance report. What’s the difference?

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Economic Indicators: Gross Domestic Product (GDP)

Under one theory, changes in GDP or the rate of GDP growth precede and could cause stock markets to react and move in response. This is usually not the case.

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potted flowers

How Much Can I Contribute to My Retirement Accounts?

With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

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Odd Couple Dogs

What NOT to Compare on Performance Reports

By definition and design, different types of reports produce different numbers.

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questioning chick

Beware of Dire Market Crash Predictions

I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.

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Common Endowment Mistakes

Common Endowment Mistakes

Prudent investment practice is as much about knowing what not to do as it is about knowing what to do.

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TinkerbellShrug

Explain My Performance Report

Here’s a brief explanation of the basic terms you might find on your performance report.

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house money

Where Should I Invest Money Which I Will Need in a Year or Two?

Return comes with an element of risk. There is no safe investment which also pays a good rate of return.

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handful of cherries

Why Would You Intentionally Realize Capital Gains?

When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

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