Straight Forward Financial Advice From Experienced Investors
Roth IRAs are a powerful retirement savings vehicle—but should you trade in your traditional IRA for one? The answer comes down to taxes. What makes them so popular is that money placed in a Roth IRA can grow tax-free and then be withdrawn tax-free in retirement. Money you contribute …
We wanted to tell you about a widespread telephone scam that targets your Social Security number or your wallet. Here’s what you need to know to stay safe. Scammers call people and say their Social Security number has been compromised. The caller then asks you to give them your …
Summer is a good time to pause and review your financial plan. If you don’t already have a financial plan, there’s no time like the present to create one—and we’ll make it easy to do. Adviser Investments can lend a hand with the wealth-management expertise you deserve, and …
Everybody knows that you should save for retirement—how you should save is where it gets confusing. We can clear up one common puzzler right now: The difference between a Roth 401(k) and a traditional 401(k). Both are designed to help you save for your retirement. What distinguishes them is …
The stock market hit new highs this month. Yet many investors remain undeniably gloomy. Economic expansions and bull markets don’t die of old age. (Just ask any Australian under the age of 28; that country hasn’t seen a recession since 1991.) But with the bull market plowing through its …
Helping You Answer and Prepare For Life’s Big Questions
Perhaps lost in the geopolitical shuffle, the Securities & Exchange Commission (SEC) updated rules concerning the relationship between brokers and their clients this week. The SEC says brokers must act in the investor’s “best interests.” Sounds great. But what does this mean? Perhaps less than you might think. For one …
Here at Adviser Investments, we’re accustomed to taking the long view when it comes to investments. And it’s a good thing, too—medical advances mean we’re living longer than previous generations. As the life expectancy of older Americans increases, so does the potential need for long-term care (LTC). The facts …
Remember when the conversation centered on whether the Fed would raise interest rates or not? That talk has turned 180 degrees, with the financial chattering classes pondering whether a rate cut is imminent. This despite economic growth continuing apace, strong employment levels and interest rates that remain conducive to …
For all the talk of political gridlock in the nation’s capital, the House of Representatives has passed a bill meant to benefit investors. Could it make things better for savers like you? Let’s take a look. On May …
What separates successful investors from the rest of the pack? Knowing how to anticipate and manage risk. It’s a skill that’s even more important when it comes to securing your family’s future. That’s why life insurance can be a cornerstone of any financial plan. Here’s a quick read on how …
Even as the economy continues to demonstrate strength with a fully employed workforce and robust corporate earnings, some investors have been playing it safe by shifting assets into bonds. U.S. Treasurys, the go-to in times of uncertainty, have benefited the most and as prices have risen, yields have fallen. …
At the beginning, the promise of passive funds was simple: Match the market’s performance, beat active managers on price. Starting in the 1970s with Vanguard’s pioneering index funds and boosted in recent decades by the surge of flows into exchange-traded funds (ETFs), so-called “passive” investing strategies have been on a slow …
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