Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida, […]
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Data & Charts
Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas
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2022 Annual Limits Relating To Financial Planning
RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly
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Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times
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Impact of Diversification
These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are
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George Washington, Geopolitics, and Investing
Although it now celebrates all of our Presidents, what we now call “Presidents Day” in the United States was at first a commemoration
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Why Should You Diversify?
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention toward the role that global diversifcation plays
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A Neutral Position
As November 3rd draws nearer, the election looms larger in the minds of all investors. Recently, one of my clients and a friend
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Investing and the 2020 Presidential Election
The 2020 Presidential election is heading towards us quickly, and concerns about the pandemic and the economy mean that the election probably has
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The Perfect Storm
We have all been told by our parents that you shouldn’t discuss money, politics or religion. Every four years from around June to