Avoid Self-Inflicted Losses in a Down Market
Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you
Kristin McKenna, CFP® is frequently published in the national news media. She’s a Senior Contributor at Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of Personal Financial Advisors Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, and Huffpost, among others. Kristin has also been invited to be a panelist for several events around stock option financial planning.
Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you
Updated for 2023. Planning can help optimize annual required minimum distributions depending on your goals and cash flow needs. After the passing of Secure Act
Good news is hard to find in the financial markets this year. But there is one silver lining: cash is worth something again. So if
Is retiring with a mortgage a good idea? Most individuals will jump through hoops to live mortgage-free, regardless of whether it makes the most sense
Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Gaining a historical perspective can help expectations for investors and reframe events
UPDATE: On October 7th, 2022, the IRS released Notice 2022-53 announcing final regulations will be forthcoming and will apply (at earliest) to the 2023 distribution year. Individuals
Stocks are down this year, pretty much across the board. Unfortunately, there are some companies that won’t survive the downturn. Even for the ones that
The United States currently represents 60% of the global equity market.¹ This means investors with an extreme home bias are ignoring 40% of the equity
With interest rates going up, Americans are rushing into U.S. Treasuries at a record pace. Wondering if you should buy Treasury notes or bills in
Interest rates are rising, and that’s bad news for homebuyers. The national average rate on a 30-year fixed mortgage is now over 5%. After being