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Insights

If there’s one thing that’s ignored all too often at retirement, it’s the impact that taxes will have on your life. Your tax return can change a LOT once you’ve gone from working mode to retirement mode. Here are a few tax issues you need to be aware of.

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IRAs can be wonderful tools for saving for retirement. As it happens, though, many IRAs are not depleted of funds before the account owner passes away, and they wind up in the hands of a beneficiary. If you’ve inherited an IRA, here are four things you should be aware of.

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If you’re a bond holder, a change in interest rates means that the value of those bonds you’re holding could also change. And right now, though interest rates are still at historically low levels, we could be seeing higher rates in the near future. Which scenario makes more sense for you: keeping your bonds, or potentially improve your risk-adjusted performance with some fixed-income alternatives?

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Estate planning is something many of us just don’t like to think about, yet it’s one of the most important things you can do to make sure that your legacy is preserved the way you want it.

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You may have heard one of the more popular sayings in the financial planning world: “It’s not what you earn, it’s what you keep.” For many people, this past tax season was a painful reminder of that pearl of wisdom.

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One thing we tell you to be on the lookout for when making your investment decisions is cost, because they could eat into your overall rate of return. In some cases so-called low cost investments may actually cost up to an additional 4.0%.

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This Saturday, thousands of people will head over to Churchill Downs for the 143rd renewal of the Greatest Two Minutes in Sports, the Kentucky Derby and there’s something I noticed: there are several parallels you can draw between the Sport of Kings and portfolio management. Here are 3 investing lessons you can learn from horse racing.

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I get asked all the time: Stocks, or bonds? Some people would simply suggest sticking their finger in the air to see which direction the wind is blowing. But if you know me, you know I’m really big on repeatable processes… and we have a process that enables us to address those questions. It’s called Growth Cycle Investing.

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Chasing Yield

I think one of the most common misconceptions that investors have is regarding the value of investing in dividend-paying stocks. I hear this quite a bit from people who call me or email me and try to tell me the virtues of putting money into what they call “high quality, dividend-yielding securities.” And they can sound enticing – sometimes 7, 8, 9 percent dividend yields or more. But just because a stock is paying a high dividend doesn’t mean it’s a great investment for you.

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Here are some articles that we’ve been reading for the week of April 6, 2017

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