Category - Investing

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Don’t Make These Investment Mistakes!
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Potential new #401k and #IRA rules? #Taxes #Retirement
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Financial Literacy 101: Investing Comes with Risks
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5 Lessons Learned from the 10 Year US Bull Market
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#Luck Often Plays A Role In Stock Returns

Don’t Make These Investment Mistakes!

By Eve Kaplan, Certified Financial Planner™

The investment world is a confusing, opinionated and noisy place. Here are 2 classic investment mistakes that are very common: 1) trying to time markets and 2) stock-picking your way to investment success.

Mistake One: Thinking You Can Time Markets (And Do Better Than the Average Investor)

Markets are notoriously changeable, just like the weather. There are hundreds of types of investments (asset classes) that move somewhat independently of other asset classes. These movements cannot necessarily be predicted. Sometimes there is no logical trigger that makes (example) US mid-cap stocks appreciate more than many …

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Potential new #401k and #IRA rules? #Taxes #Retirement

The post Potential new #401k and #IRA rules? #Taxes #Retirement appeared first on Yardley Wealth Management, LLC.

There is recent breaking news on the retirement plan rules front. The House passed a bill that would change some of the rules around 401(k)s and IRAs.

It will do some nice things. The Senate still needs to pass it and the President still needs to sign it. Given how overwhelmingly the House passed it, it seems like there’s a good chance it could become law.

One change is that it would allow people to continue making IRA contributions past 70 1/2, …

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Financial Literacy 101: Investing Comes with Risks

In this Dennis the Menace comic, you see Dennis about the break a piggy bank with a hammer and the caption reads, “Sorry, Piggy…But investments come with risks.”  At his young age, Dennis understands that it is not all smooth sailing when you invest. In this case, he has found some reason to literally ‘break the bank.”  He is telling the piggy bank he is sorry but as many adults know, it is the investor who may actually feel some pain.

A MarketWatch Opinion column asks, “ How much investment risk should you take?” The subtitle that says. …

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5 Lessons Learned from the 10 Year US Bull Market

By Eve Kaplan, CFP®

We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time:

Lesson 1: Stay the Course When Things Get Rough

The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was in meltdown mode. If you put extra cash into the US market in 2008-09 then you made out like a bandit. But most investors didn’t have the nerve or extra cash to add to existing investments, so they either 1) DID NOTHING (“stayed the course”) …

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#Luck Often Plays A Role In Stock Returns

The post #Luck Often Plays A Role In Stock Returns appeared first on Yardley Wealth Management, LLC.

Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment strategies and newsletters and always has interesting insights. He reads what a lot of people write and then explains it to the rest of us.

He interviewed Gene Fama and Ken French. They are professors at the University of Chicago and Dartmouth. DFA mutual funds follow strategies based on their academic research.

The gist of what they said is that some investing strategies that are fairly consistent …

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