Eight suggestions on your way to establishing true financial wellness
Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...
top of page
Search
RetirementGuy
Aug 20, 20201 min read
How to Get Preapproved for a Mortgage
WITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...
52 views0 comments
RetirementGuy
Aug 7, 20203 min read
Five graphs that show how uncertain markets are about the coronavirus recovery
Financial markets can tell us a lot about the economic recovery ahead, based on their direction of travel and how confident investors...
77 views0 comments
RetirementGuy
Aug 7, 20201 min read
8 Ways to Keep Investing During a Recession
Recessions can make investors nervous, and you may be wondering whether your portfolio needs some tweaking. While it may be tempting to...
83 views0 comments
RetirementGuy
Jul 30, 20203 min read
Putting the Worst GDP Drop Ever in Perspective
Should we cheer if third-quarter 2020 GDP numbers are the best in history? Remember back in late May when the Commerce Department...
100 views0 comments
RetirementGuy
Jul 23, 20201 min read
Roth IRA Conversions Are Surging. Here’s Why This Savings Strategy Is So Popular Right Now
When the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...
237 views0 comments
RetirementGuy
Jul 23, 20202 min read
Top 10 Places for Millennials to Buy a House
COVID-19 is likely altering what locations are more desirable for all of us In most areas around the country, spring is usually the most...
154 views0 comments
RetirementGuy
Jul 16, 20203 min read
"Bonding" With Your Portfolio
Nearly all investors realize the importance of diversification to the investment process. Many may not be as familiar with the importance...
92 views0 comments
RetirementGuy
Jun 18, 20203 min read
Financial Planning is All About Your Future Self
How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...
103 views0 comments
RetirementGuy
Jun 11, 20201 min read
An Investor's Manifesto: 20 Guiding principles for Investment Success
Kiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the...
145 views0 comments
RetirementGuy
May 29, 20201 min read
3 Reasons Investors Shouldn't Leave the Old 401(k) Behind
[Taken from the Library of Bob] US News & World Report By Kristin McFarlandNov. 9, 2018 Most investors don't realize the drawbacks of...
157 views2 comments
RetirementGuy
May 7, 20204 min read
Risk: A Story of Two Brothers
One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...
198 views0 comments
RetirementGuy
May 4, 20202 min read
Risks of Trying to Time the Market during Covid-19
Success is achieved by time in the market, not in trying to time the market For the past two months, the market declines and market...
140 views0 comments
bottom of page