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Recent Posts
Investing – Can History Tell You Something?
Investing history is a reliable source of information relative to asset categories as a whole. By looking at historical returns, we can assess the overall risk and volatility of an asset category. It is also possible to understand how different asset categories behave in relationship to one another (correlation) using history. This type of information [...]
Portfolio Checkup – Start Your Year Right
If you’re checking in on your portfolio holdings every day–or worse yet, throughout the day–you may be tempted to trade more than you need to. In turn, you may run up high tax and transaction costs, and you’re also more likely to chase hot-performing stocks and funds in the hope that they’ll continue to outperform. [...]
Must I Take My RMD’s as Cash?
Question of the Month: Must I take my required minimum distribution as cash? Q: Is it mandatory that my required minimum distribution (RMD) be taken as cash or can a specific stock the value of my RMD be moved from the IRA account to a regular taxable account? How about a specific stock used as [...]