Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

How to think about the Presidential Election as it relates to my investment portfolio

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...