Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
[+] Full Article Measuring the Value of a Financial Advisor - 12/31/19
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.
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Reacting to "Headlines" - Three Case Studies
September 28, 2015
Three cases for how reactions to “headlines” affected clients during the downturn of 2008-09:
• The first moved his money to a money market account and stopped contributing. After two years, he ended up breaking even.
• The second stayed in the market and reduced contributions by about three-fourths. He gained 20% after two years.
• The third stayed in the market, and continued contributing the way he had. His investments went up 50% after two years.