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13 Financial Actions to Consider During Market Downturns Like This
on March 24, 2020
with No Comments
Market returns are out of your control. These thirteen actions are in your control.
Roth Conversions are More Valuable During Bear Markets
on March 23, 2020
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Convert something today. Convert because the markets are down, or maybe convert just because you likely won’t regret it in 30 years when the markets will likely be up a lot more than they are now.
Bear Markets Look Worse on Schwab.com
on March 20, 2020
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Now that we are in the midst of a bear market, investment returns are down 20% or more and Schwab’s personal value chart makes it look even worse.
Markets are Down? Time to Rebalance!
on March 19, 2020
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During a down market like this one, now is your chance both to harvest capital losses as they occur and rebalance your portfolio.
#TBT Revisiting 2008 When The Markets Were Dropping
on March 19, 2020
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In retrospect, it is clear that it was a good time to rebalance your portfolio, selling some of the bonds that you were so glad you had and buying more of the very stocks you were so worried about.
How Can I Sleep at Night with My Assets in the Stock Market?
on March 17, 2020
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There are two critically important investment principles during retirement: 1) Stay calm and 2) Rebalance.
When Will The Markets Stop Dropping in 2020?
on March 16, 2020
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For many investors glued to the news, the global outlook appears to be perilous with no prospects of growth for the world economy.
Radio: Financial Peace in Days of Volatility
on March 13, 2020
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As the stock market trends upward, this dip in market prices can be perceived as stocks being discounted and is likely a great time to buy low.
For Recent Graduates: How to Handle Your Paycheck Like a Boss
on March 10, 2020
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Financial security is an amazing feeling, so why not live your life knowing you are prepared for life’s expenses and can plan ahead for all your future goals.
Five Beneficiary Ideas Other Than Family
on March 9, 2020
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When family inheriting is not an option or you are not all that close with your relatives, sometimes it can be trickier to decide where to leave your estate.
Q&A: Do I Need to Pay Tax on This 1099-R?
on March 6, 2020
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The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.
#TBT A Short History Of Wall Street
on March 5, 2020
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Only recently has Main Street been so fully invested. This 2007 article chronicles how it all got started.
Q&A: Should I Pull Out of the Stock Market Now?
on March 3, 2020
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The fact that you are worried enough to ask might mean that now is a good chance to take stock in your investment strategy.
Don’t Let Politics Make You Afraid of Investing
on March 2, 2020
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Don’t let your political emotions cause you to be fearful about the economy. Those misplaced fears may impoverish your financial well-being.
Q&A: Who Pays Taxes and Penalties on 529 Distributions and How?
on February 28, 2020
with No Comments
Who will be responsible to pay for the taxes related to the distribution? Where do you report the taxable portion on your tax return?