Bruce Schneier wrote an article in March of 2007 titled Why the Human Brain is a Poor Judge of Risk. Looking back, the timing is fine irony. Had more investors read his article, perhaps they would have lowered their overall risk in the markets prior to the Financial Crisis – which began in August of…
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Like most answers we give…it depends. The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans. There were also some important tax planning notes. Some of these changes were much needed, some were unwanted, and some will require immediate attention. There also…
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What of the purpose of investing your money? No, this is not a trick question. Of course, it is because you want to make money. The funny thing is there are two elements to investing that is often overlooked or forgotten—fees and taxes. We will leave the topic of fees for another time. I want…
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