One Approach to Selecting 401k Investments if There’s No Target Date Fund on Offer Hi Friendos, Deadly heat, poisoned air, flash floods…but here I am, with another installment of 401k summer school. I know it probably wasn’t top of mind. But…if you are not yet of retirement age, wait. Odds are you’ll get there and […]
Hi Friendos, I don’t know if you heard, but the stock market took a tumble last week! Today I’ll share three ideas for productive things you could do as a result. We all want to “do something” when things feel crazy, so the key is to keep it productive and not be our own worst […]
Hi Friendos, Last week I suggested that everyone should have a written financial plan. In this and future newsletters, I’ll discuss selected elements I think your plan should consider. Today’s topic is taxes and your asset allocation. Let’s say you’ve decided that you want an asset allocation of 60% stocks and 40% bonds/cash. Consistent with […]
Frequently Taxed Questions 