What do they mean by “Sell in May and Go Away”?
As you can imagine, the mystique of the market lends itself to trading adages, rules of thumb, sayings and myths. These sayings […]
Category: From Rob
The Fiduciary Rule
The Department of Labor under President Obama wrote a regulation called “The Fiduciary Rule”. It goes into affect June 9th. How does […]
Rebalance Your Portfolio
You should rebalance your portfolio at least once a year. But what do I mean by rebalancing? I mean that you should […]
Claiming Social Security Early, at Full Retirement and Later
Did you know that in 1983, Congress was concerned with the cost of Social Security? Back then, Congress passed a law which […]
Expense Ratios: What are they and how do they affect my investment?
In order to invest in many different companies with one investment, people can buy mutual funds or exchange traded funds (ETF’s). These […]
Have you ever reviewed your W-4?
When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources […]
Understanding the Price to Earnings Ratio
With the market at record highs, there is concern that the market is overvalued. If the market was a bubble in 2007, […]
Check your withholding
Effective for 2013 (this year), the IRS increased the maximum amount of money that can be set aside in retirement accounts. If […]
Keep up with tax law changes
At the beginning of the year, there were a lot of changes to our tax laws. It is always a good idea […]
Frontline’s “The Retirement Gamble”
There was a good piece on PBS’s Frontline Show last night. It discussed how ill prepared Americans are for retirement as well […]