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The Investment Policy Statement (IPS) is a document that dictates how you invest your money. If you’re working with a financial advisor, the IPS will also dictate how they invest your money for you. The…
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Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement…
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Today I’m answering a timely reader question, “should I sell my stocks now?” The stock market has been skyrocketing for over a decade. In fact, the S&P 500 has returned 500+% since March 2009. So,…
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Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But…
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Today, I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you…
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Ah, secrets. One of the most intriguing words in our language. Especially in investing. I mean, if you just knew the secret – you’d be richer than Warren Buffet, amiright? Well, the “secret” is out…
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The current global pandemic certainly has spun our lives around. I’m taking COVID-19 very seriously, doing my best with social distancing and preventing any potential spread of the disease. But I miss seeing my dad….
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Wouldn’t it be great if trades were free? A newer investing platform that comes with its own snazzy app aims to do just that. It’s called Robinhood. But does it really move wealth into the…
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