Author - Michael J. Garry, CFP®, JD/MBA

1
New Department of Labor Fiduciary Rule
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Prepare your marriage for retirement
3
2016: Ten Predictions to Count On
4
What does your risk profile really say about you?
5
The Types of Bond Funds We Buy

New Department of Labor Fiduciary Rule

I’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF®  for today’s guest blog post on the Department of Labor’s new fiduciary rules. Greg has over 25 year’s experience in the financial planning and investment worlds and he works out of Peoria, Illinois. I highly recommend if you are in that area to reach out to Greg for further financial tips and help.

Introduction

You may have heard of a new rule issued by the Department of Labor with respect to retirement accounts. It is a long and complex regulation. But the …

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Prepare your marriage for retirement

Retirement can spark both stress and disagreement in an otherwise contended marriage. After years of happy, healthy wedded bliss, sometimes one or both spouses are surprised to find themselves unhappy once retirement comes or when discord enters the marriage.

Negotiation and compromise are key elements in a successful marriage—long-time spouses already know this and practice both well. Entering retirement doesn’t change this. It’s hard for two spouses to enjoy their later years if each wants to sail in their own direction.

Marital stress in retirement can be linked to two primary sources: one, difference in timing on when each spouse …

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2016: Ten Predictions to Count On

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that.

The ignominy that goes with making bold forecasts was highlighted in a recent newspaper article, which listed many bad calls US economists had made about 2015. These included getting the timing of the Federal Reserve’s interest rate increase wrong, incorrectly calling for a rise in long-term bond yields, and assuming an end to the commodity rout.1

For …

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What does your risk profile really say about you?

Imagine a day when one of your stock investments falls 35 percent in a matter of minutes. If you think that’s unlikely or impossible, just consider what happened on August 24, 2015, when some exchange-traded funds (ETFs) declined at least that much just after the opening bell of trading.

What would your reaction be if you owned one of these ETFs in your portfolio? Would you…

  1. Sell and move into a money market fund?
  2. Stay cool and hold on to your investment?
  3. Take the opportunity to buy more shares at a discounted price?

There’s no right answer to this question. …

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The Types of Bond Funds We Buy

Michael talks about the Types of Bond Funds we buy here at Yardley Wealth Management.

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