Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: Assets – stocks, bonds, and cash – behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k,...
Conventional wisdom in the investment world dictates that when you reach retirement age, your investments should become more conservative Someone in retirement can no longer handle the swings of the market. In theory, that sounds like a reasonable idea. Fiduciaries,...
Financial markets give every single one of us plenty of opportunities to be “wrong.” Wrong in the sense that we transform things that we believe are highly probable into a forecast for what will definitely occur. The difference is subtle, but the nuance between likely...