The desire to become a more disciplined investor is often tested by the arrival of account statements. Dramatic market turbulence has been common in 2020, and you can’t help but hear about the frequent ups and downs of the…
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to…
Guest Post by Ned Davis Research Global indicators show broad-based green shoots A broad array of the global economic indicators that we watch closely point to tentative signs that the global recession will end fairly soon. Our analysis of…
Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the…
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you must wait five years after making your first…
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily…
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision.…
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Markets have been rallying hard despite seeing depression era numbers, high unemployment, businesses struggling to reopen (at least many small businesses) and social unrest. Nevertheless, the market trudges…
In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of…