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Is Bigger Better? Stocks Tend to Underperform After Joining Top 10

With the dominance of the largest U.S. stocks often occupying headlines, it's worth remembering that the biggest companies don't always produce the best returns. In fact, according to research from Dimensional Fund Advisors, historically, stocks tend to underperform after entering the top 10 largest stocks by market capitalization. On average,…

Kristin McKennaJune 14, 2021

Business owners Forbes

How to Sell Your Business: What to Do Before, During, and After the Sale

The time has finally come: you're ready to sell your business. Planning for the sale of a small business may seem daunting. Perhaps you're not sure where to begin or how to go about selling a business. To make the process as easy and profitable as possible, you'll want to…

Kristin McKennaMay 24, 2021

401(k) Plans 403(b) Plans Forbes Retirement Planning Secure Act SEP IRA Traditional IRA Updated for 2021

4 Ways the Secure Act 2.0 Would Change Retirement Planning

If passed, the 'Secure Act 2.0' would significantly alter the retirement landscape. Officially called the Securing a Strong Retirement Act of 2021, the bill is essentially a follow up to the 2019 Secure Act. After passing the House Ways and Means Committee yesterday, the proposed legislation is now going to…

Kristin McKennaMay 10, 2021

Brokerage Account Building Wealth Diversification Forbes Investing Managing Risk

Trading vs. Investing: Which Is Better for Long-Term Goals?

Tesla, GameStop, Hertz, Dogecoin: retail traders continue to dominate headlines in the financial news media. Some individuals may be wondering, how is trading different from investing and which is better? For investors saving for long-term goals like retirement, placing speculative bets on single stocks rarely makes sense. But that doesn't…

Kristin McKennaMay 3, 2021

Forbes Investing Retirement Planning

Only 27% of Workers Say They’re on Track for Retirement. Where Do You Stand?

According to a recent survey of U.S. households by Schroders, only 27% of respondents who were still working reported 'very good' and 'fully on track' when asked how they feel about their retirement planning. Even more alarming, only 18% of workers between age 60 - 67 say the same. But…

Kristin McKennaApril 12, 2021

Asset Management Diversification Forbes Investing During a Crisis

3 Investing Lessons Learned from the 2020 Covid Crash

It was almost a year ago when the Covid-19 induced selloff in the financial markets reached a bottom. The S&P 500 fell from its February 19th peak with record-setting speed: it took only 16 trading days to enter a bear market (a decline of 20% or more from a previous…

Kristin McKennaMarch 29, 2021

Asset Management Building Wealth Forbes Investing Managing Risk

Should I Invest When the Market is High? Dispelling the Buy Low, Sell High Myth

Most investors realize trying to time the market by always buying low and selling high isn't a realistic endeavor. Yet even with that knowledge, if you have a substantial amount of cash to invest, the thought of investing when the stock market is hovering near all-time highs may give you…

Kristin McKennaMarch 15, 2021

401(k) Plans 403(b) Plans Asset Management Boston financial advisor Choosing a financial advisor Forbes Investing Retirement Planning

Should I Pay Someone To Manage My 401(k)?

Investors can save over three times as much in a 401(k) compared to an IRA, without even including employer contributions. So, it's little surprise that most Americans rely on employer plans to save for retirement. Given the reliance on 401(k) or 403(b) savings, investors may wonder: should I pay someone…

Kristin McKennaMarch 1, 2021

Bonds Forbes Interest rates Investing

What Are Negative-Yielding Bonds? What Happens When Yields Go Negative

In uncertain markets, investors often seek fixed income for the relative safety that bonds provide versus riskier assets like equities. But with interest rates declining since the 80s, bond yields have come under pressure, even falling below zero in some markets. Led by Japan and Europe, about 27% of the…

Kristin McKennaFebruary 22, 2021

529 Plans College planning Forbes Prioritizing financial goals

Are You Saving Too Much For Your Kids’ College?

With the average cost of college nearing $33,000 per year, few parents have concerns about saving too much for their kids' college. But that doesn't mean they shouldn't be. Whether you're over-funding a 529 plan and risk incurring taxes and penalties or prioritizing college savings over your own financial security,…

Kristin McKennaFebruary 1, 2021

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