The phrase “variety is the spice of life” was first seen in 1785 in a William Cowper poem. When it comes to investing within your Roth IRA or 401k or brokerage account, there is plenty of variety as of late with daily introductions of new exchange traded funds (ETFs) and mutual funds. Investors these days […]
It’s that time of the year when the procrastinators come out of the investing woodwork and need to make an IRA contribution. Well, you slowpokes, you still have some time and we will keep this post quick, so you don’t waste time reading this and instead go make these contributions. You can make an IRA
Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate change. As record heat waves and droughts rattle the nerves, the market for ESG and sustainable investing continues to grow.
Well, that job’s history . Frustrated by 7:00am Zoom calls and staring at a computer all day may have pushed some to say, “life is short” and call it quits early. And who blames them. About 2.7 million Americans aged 55 or older are contemplating retirement years earlier than they’d imagined because of the pandemic,
We currently may not been able to go to a local restaurant for that cold beer or pound the weights at the gym but one thing that you can still do is make an IRA contribution! As January has quickly passed during these stay at home Covid days, it’s not too late to reduce your
Well, here we are. Hope you and yours are well during these times. To those nurses, law enforcement, cashiers and delivery drivers out there, thanks for what you are doing. I think we are all amazed by how quickly our lives have been turned upside down. Though first and foremost we are all concerned about
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this point and adding an ESG (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.
Its that time of year to start finding ways to limit the amount you are going to owe ol’ Uncle Sam. Instead of giving the US Treasury a piece of your hard earned dollar, its always nice to legally keep some of that dough in your own pocket. Below are 3 that could possibly help
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick “to do” or call to your financial advisor is to figure out if you are contributing enough into your retirement
If half of the world population consists of women, one would think that having this demographic being represented on a company’s board would just be sound business. Right? However, in 2018, a fourth of publicly held corporations with headquarters in California don’t have any women on their boards of directors. This soon will change. California
