Posts Tagged ‘Inc. 5000’
Roth IRA vs. Roth 401(k)
The Roth IRA, established by the Taxpayer Relief Act of 1997, offered a new twist to the traditional IRA — namely, after-tax contributions. What this means is that a Roth…
Read MoreFinancial Strategies in 2018
One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has…
Read MoreWomen’s Issues and Retirement
In 2017, women organized and made headway toward real change, making it a hallmark year for women’s issues. The year started with the Women’s March in January and ended with…
Read MoreKeep an Eye on Interest Rates
Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The…
Read MoreExploring the Behavioral Biases of Investing
Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may…
Read MoreOngoing Veteran Program Receives Funding
On Dec. 22, 2017, President Trump signed a continuing resolution authorizing $2.1 billion to extend the Veterans Choice Program (VCP) in 2018.1 This is a temporary funding solution that will…
Read MoreHow Losing Sleep Could Translate to a Loss of Money
Some teenagers seem to sleep a lot. As parents and grandparents, we can find this rather aggravating. But the fact is, as we get older, our sleep patterns may change,…
Read MoreThe Nature of Risk and Reward
Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for…
Read MoreInvesting for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young…
Read MoreRetirement Stages
What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…
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