In case you missed it: watch the replay of our live show. Watch the replay of our live episode of Wealth Wedensday. We discuss: Is ESG Something you consider when building portfolios? Are bank deposits safe in arecession? Can I claim any of my account declines on my taxes? I turned 72 do I have to take an RMD? and more
The new year is right around the corner and it is a great time to start looking ahead. What can you do to get the new year off to a good start? Looking at your savings, spending, charitable intentions and retirement plans are a good place to start. Today we offer some key tips to be better with money in 2023.
Over the past year, we have seen significant decreases in both the stock and bond market. One of the big culprits is inflation. A significant spike in the prices of the things we buy every day prompted a big increase in interest rates. The rising rates have created poor returns for bonds. While we can't "undo" the damage, there is a reason to be optimistic. Today we discuss the silver lining of higher interest rates.
It is hard to believe it is already December. We are all ready to put 2022 behind us. It is time to look ahead to next year. We are all hoping for better things. But there is one major concern on our minds. What if stocks go down again in 2023? We look at the potential impact of back-to-back down years of negative investment returns.
This year has been very difficult for investors. A bear market has plagued both the stock and bond markets. The dark clouds of pessimism dominate the media. But things will change. Better times are ahead, and it is nearing time to shake the doldrums. Are you ready for the next bull market?
This week we have a live broadcast to discuss the current bear market. We'll talk about: what has made this one different, Have we reached the bottom? How does this bear compare? What should you be doing? Is now a good time to reassess the amount of risk you are comfortable taking?
We answered your questions on our live show. Check it out.
When is the right time of the year to take your Required Minimum Distribution? Will your major home improvement retain its value? And the challenge of being an optimist in a world full of pessimism.
Paul and Elaine are 58 years old. So far they have saved about $58,000 for their future. What can they do to plan for retirement? We take a look at some basic concepts to help them get on the right track with their retirement planning.