I have been using index funds and other passive investments for my clients for more than a decade...Read More
Key updates regarding tax-law changes and dates.
Kirsten Roeber, CFP®
Hank Nicholson, CFP® Hank@silverpeakwealth.com Stocks are enjoying an extended period of rising prices and low volatility. While it is true that stocks might now be slightly overvalued, and that low volatility has led to investor complacency, it is also true that the global economy now finds...Read More
By Hank Nicholson, CFP® email@example.com Real estate investment trusts (REITs) are companies that own, and often manage, income-producing real estate. But REITs are quite diverse in nature and can own a variety of different property types. Additionally, some REITs are publically-traded (just like stocks), others...Read More
Investors are constantly told to rebalance their portfolios. But many don't, and one reason is that they aren't sure when to do it. Financial advisers have long recommended that investors reset their holdings periodically, cashing in some of their gains from their best-performing investments and...Read More
Divorce is disrupting in many ways, including retirement planning. This NY Times article explores how divorce later in life can lead to greater financial uncertainty. For this reason, finding a good financial planner can be every bit as important as finding a good divorce attorney....Read More
It's a Good Time to Globalize Your Stock Portfolio If You're Avoiding Non-U.S. Stocks, You're Throwing Away Money Credit: http://online.wsj.com/news/articles/SB10001424052702304081804579560182456983124?mg=reno64-wsj By BRETT ARENDS May 18, 2014 Looking to boost your investment returns and lower your risk? Try looking overseas. International stocks offer better value than their U.S....Read More