Roll Over Your 401(k) to an IRA and Take Control
Tim and Joyce came to see me a few weeks back. They live in Pembroke, are both in their early 40’s, and have three boys ages, 14, 11, and 8.…
New Approaches to the 60/40 Strategy
If you're following the old strategy of investing 60% of your assets in equities and 40% in bonds, you may be exposing yourself to more risk than you thought. It's time to rethink old ideas, because you deserve more.
Is Your Investment Portfolio On Thin Ice?
A nice couple from West Falmouth, let’s call them Ben and Mary, came to see me last week. Part of their New Year’s resolution is to start to take their…
Investing Again: Three Things to Keep in Mind
With the economy looking less hostile by the day, a lot of former investors are dusting off their savings accounts and looking for ways to get their money back into the market. Be it in stocks, bonds, treasuries, real estate, currencies, commodities, Here are a few tips to keep in mind if you’re looking to get back into investing options, and so on, the end of negotiations “over the fiscal cliff” (1) presents a solid opportunity to get a sense of how the American markets will be affected years down the road and similarly is a chance for those inclined to start investing with the (upcoming/recent) changes to consider. Here are a few tips to keep in mind if you’re looking to get back into investing: (more…)