Category - Investing

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Market Volatility Déjà Vu
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The Ten Commandments for Strong Financial Health
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Noise
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Don’t Make These Investment Mistakes!
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Potential new #401k and #IRA rules? #Taxes #Retirement

Market Volatility Déjà Vu

By Eve Kaplan, CFP® Every time markets go haywire, it’s worth remembering that volatility is the “the price of admission” to hold something (usually stocks) that outpace inflation and deliver good returns over the long-term. The key point here is delivering good returns over the l-o-n-g   t-e-r-m. Do investors know when stocks are going to correct? Usually not? Do they know how much they’ll correct? Definitely not. Is it worth trying to “time” markets by selling when you anticipate a coming correction, and trying to buy back when you think stocks have “bottomed”? Again, definitely not. The same goes for… Read More

The Ten Commandments for Strong Financial Health

Here are the Ten Commandments for achieving strong financial health.

The Ten Commandments:

  1. KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving investment and financial planning advice is the Fee-Only Advisor model because this kind of advisor has a Fiduciary obligation to put your needs first. Other types of advisors and brokers do not necessarily need to put your needs before their own.
  2. IT’S NEVER TOO LATE TO PLAN. It’s never too late to benefit
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Noise

Every day we are bombarded with information. It can be difficult to wade through this sea of data and pick out the material that means anything to us. Of course, it doesn’t help that the existence of 24-hour news channels, social media outlets, and the scuttlebutt around the water cooler make it difficult to avoid.

So how do we filter all the noise and get only the information we really need? I’ll offer a few suggestions that have worked for me. Perhaps they can help you.

Turn off the news. This was one of the biggest mood lifters and time …

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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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