401K Decisions Part 3

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September 8, 2017
401K Decisions Part 3

Image Copyright Ted Grussing Photography – Used with permission Today we will continue looking at a few of the facts you will want to consider should you decide to leave your 401K plan with a previous employer. If you hold a large amount of appreciated company stock in your plan, NUA (Net Unrealized Appreciation) is a potential tax…

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Weekly Snippet

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September 7, 2017
Weekly Snippet

To view the video version of the snippet, please visit our Youtube channel. Last Week… Our thoughts and prayers continue for Texas and all those effected by Hurricane Harvey. The markets were undeterred and finished strong last week, with all US equities up. In fact, with the exception of Emerging Markets, ALL asset classes were up…

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401K Decisions Part 2

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September 1, 2017
401K Decisions Part 2

Image Copyright Ted Grussing Photography – Used with permission A few weeks ago we talked about the fear and challenges one has to face when deciding what to do with your 401k, either for retirement or a change in your job. The first option we discussed was ‘cashing out’. Which, we recommend you never do unless there is…

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Weekly Snippet

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August 31, 2017
Weekly Snippet

Please note: We are trying something a little different. If you prefer to view the snippet in the form of a video please visit our Youtube channel. Last Week… The asset classes were all up in comparison to being down the previous week! This was with the exception of Global Real Estate-which slipped 1 point, but…

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Monthly Money Pulse

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August 25, 2017
Monthly Money Pulse

Last month we noted the usual dismal returns August usually delivered in the past when compared to the other eleven months since 1990. Given this year’s momentum, we thought that might not occur. At the time of our last Money Pulse (7/28/17) the Dow was sitting at 21,830—an all-time market high. Since then, the Dow…

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