What do you do with big money? Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or envy. You may also deal … Continue reading “When a Windfall Comes Your Way”
When a Windfall Comes Your Way
September 16th, 2019
Types of Stock Market Analysis
The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current stock price. Fundamental analysis attempts to estimate the value of a … Continue reading “Types of Stock Market Analysis”
Why Having a Financial Professional Matters
A good professional provides important guidance and insight through the years. What kind of role can a fee-only fiduciary advisor at Kendall Capital play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain … Continue reading “Why Having a Financial Professional Matters”
Retirement Planning Blindspots
We all have a vision of the way retirement should be, yet it helps to plan for retirement with some pragmatism. Fate may alter the course of our retirement in unanticipated ways. As we plan for the next act of life, we may want to think about some life and financial factors that are often … Continue reading “Retirement Planning Blindspots”
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? If your retirement lasts 20, 30, or even 40 years, how well do you think your retirement savings will hold up? What financial steps could you take in your retirement to prevent those savings from eroding? As you think ahead, consider the following possibilities and realities.
Avoiding the Pain
There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns. Behavioral scientists tell us that we feel losses twice as keenly as positive returns. Other than selling at the wrong time and locking in losses, how do we make these downturns less painful?
