Long-term government bonds outperformed stocks over the past 20 years ending 2011, but the next 20 years may be a very different story.
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About Beth Nedelisky
Beth Nedelisky is part of the Investment Committee at Marotta Wealth Management, Inc. and specializes in Roth IRAs and endowment management. Born in Africa, raised in Europe and married in the USA, Beth understands world markets first hand. Favorite IRS form: Schedule A.
Success and Significance in Retirement
Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life.
Read More...Giving Gifts to the Wrong Beneficiaries–Mistake #5
Knowing which assets to give away to your beneficiaries can save your estate and your beneficiaries big tax bills, even if you have a small net worth. If you plan on making a gift to charity from your estate, you can be even more tax savvy with your giving.
Read More...Failing to Implement the Estate Plan–Mistake #6
One of the most common estate planning mistakes is a plan that is implemented incorrectly. Your estate plan is only worth the paper it is printed on unless you follow through on titling your assets correctly and updating your beneficiary designations.
Read More...Creating Multiple Probate Estates–Mistake #4
If you own real estate in different states, you may be leaving a mess of nightmarish proportions for your executor (the person who oversees and distributes your assets when you die). Here’s how to reduce the headache.
Read More...Failing to Name Beneficiaries on Retirement Accounts and Insurance Policies–Mistake #3
It may surprise you that proceeds from retirement accounts and insurance policies are not divided according to the terms in your will. Instead, these assets pass directly to the beneficiaries you named on the account.
Read More...Assuming a Will is All You Need–Mistake #2
Taking the time to create your estate documents may protect your interest as much while you are alive as they will after your death. No matter your age, in addition to a will, you need two additional documents.
Read More...Not Having an Estate Plan–Mistake #1
The worst thing you can do is to do nothing at all and assume everything will pan out in the end. No matter how much (or how little) money you have, you need at least a simple will.
Read More...Are All ETFs Created Equal?
Much of the recent conversation about ETFs has to do with the hidden risks of “synthetic ETFs,” risks which are not present in their mundane relatives known as “physical ETFs.”
Read More...This Time is (Not) Different
Growing investor despair that somehow we have entered into a new era in which individual investors can no longer make money in the markets is an overreaction to the headlines.
Read More...Start Your Own Dynasty Trust
Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.
Read More...IPS: Build Your Financial Dream Home with a Good Blueprint
Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).
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