Sell in May... & Go Away?
In the classic market psychology, you “sell in May and go away” with the belief that stock prices will plateau or retreat in spring and summer, and then you return to stocks in the fall, taking advantage of bargains and factors that will encourage a hot fourth quarter.
You Can't Hide in Fixed Income
When is being risk-averse too risky for the sake of your retirement? After you conclude your career or sell your company, you have a right to be financially cautious. At the same time, you can risk being a little too cautious - some retirees invest so timidly that their portfolios barely yield any return.
Getting Off on the Right Foot in 2012
A look at some financial changes & the opportunities they may present.
Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012.
The Amount You Can Withdraw From Your Savings
I meet with retirees on almost a daily basis to discuss any number of things but the most common discussion seems to be determining how much money that they can safely pull out of their retirement funds and where to invest.
If you’ve been too busy to give my office a call to schedule a meeting, below are a couple of retirement withdrawal calculators online that will at least get you started…