Ask any child if they think blowing bubbles is fun, and they will probably answer “yes.” However, every bubble is bound to burst, which is a daunting but important fact to remember about housing bubbles. A housing bubble is a trending increase of housing prices driven...
Wealth Management
Four ETF benefits (and some cons too)
For years, investors have used mutual funds to diversify their portfolio and build their portfolio by one security at a time. Then, in 1993, exchange-traded funds (ETFs) were introduced. Basically, they took the benefits of mutual funds to the next level in some...
At what amount of wealth do you need estate planning?
For pretty much anyone who has a spouse or children, you are concerned about their well-being after you pass. You want to make sure they are financially covered and have the rights to your possessions, so what do you do? Many people write a will and have it officially...
Getting the most out of your retirement savings when the market is bearing down
It is exciting as an investor to see your retirement portfolio grow when the market is growing regularly during a bull period. However, bull markets cannot last forever. Eventually, something like COVID-19 comes along and shakes things up, and the market bears down....
How does the SECURE Act impact your inherited IRA savings?
Many people who contributed to an IRA were aware of the concept of stretching their IRA. Under this concept, IRA accounts were passed to a beneficiary after the owner had died. The beneficiaries then “stretched” this IRA by taking only minimum distributions, which...
Which is more important: paying off debt or investing?
Most people want to save money to have financial security in the future, but achieving this looks different for everyone. Some people have a lot of money to invest. Some people have a lot of debts they need to pay off. Some people have both. This leads to the...
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