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Recent retirement planning Articles

What Is Efficient Frontier and How to Use It

What Is Efficient Frontier and How to Use It

Efficient frontier is a financial strategy that’s all about gauging return versus risk. It’s a concept that is used by financial advisors to inform which assets or asset classes should be included in a portfolio. The goal of efficient frontier is to maximize returns for the expected level of risk involved. While it may sound complex,...

Why a Home Storage Gold IRA May Not Be a Good Idea

Why a Home Storage Gold IRA May Not Be a Good Idea

Back in the 2010s, a Rhode Island couple made a smart move when they purchased gold to include in their IRA. However, they overlooked one important guideline regarding storage of precious metals. They kept their IRA gold in home storage instead of at an IRS-approved depository. The IRS does not allow at-home storage of IRA precious...

Inflation Is on the Rise Yet Again

Inflation Is on the Rise Yet Again

Each year, the world in which we live becomes more expensive. That’s simply the nature of inflation—and in many experts’ opinions, inflation is a necessary part of an expanding economy. But just how fast inflation moves is something that our central bank, the Federal Reserve, continues to try and get under wraps. And in August 2023, it...

Is the Stock Market Headed for a Pullback?

Is the Stock Market Headed for a Pullback?

Experts Suggest Stocks May Be Overpriced, Federal Reserve May “Tank” Economy It’s never a bad idea to enjoy the good times. We work hard to build the lives we lead, and when we see positive results from that hard work, I think it’s important to take time to appreciate the rewards we’ve earned. But sometimes, it seems, times can be a...

The Strongest Post-Election Stock Markets in History

The Strongest Post-Election Stock Markets in History

The U.S. political landscape has become more polarized than ever before. In fact, a study of developed democracies around the world found that the political polarization trend in the U.S. is more dramatic than in any other country in the study. In the months prior to the 2020 election, the overwhelming majority of both Biden and Trump...

Why Gold Prices Are Rising in Other Currencies and Why a Pause in the Gold Rally May Be the Perfect Time to Buy

Why Gold Prices Are Rising in Other Currencies and Why a Pause in the Gold Rally May Be the Perfect Time to Buy

Recently, I read an article discussing how private investors and central banks in Asian markets are now driving the price of gold. This is probably a surprise to most of us in the United States. In fact, China and India alone account for half of world demand for gold, while U.S. investors represent less than 10% of the market. These...

When and How to Rebalance Your Portfolio

When and How to Rebalance Your Portfolio

Some financial changes are expected and even planned for, like getting married or sending kids to college. But numerous outside forces can also unexpectedly impact a person’s financial situation. That’s why periodically rebalancing your portfolio is often recommended by financial advisors. Rebalancing your portfolio gives you the...