Can I determine my stock’s performance based on its cost basis? I see this given for each stock I own on my monthly Schwab Account Statement. Performance and cost basis are the same thing, right? Can’t I use them interchangeably? Nope! Cost basis won’t necessarily …
Failing to perform due diligence when choosing a financial advisor can create many problems, especially as you enter retirement. A great way to begin the necessary vetting process is to put together a list of essential questions to ask your advisor candidate. Candidates must answer these fundamental questions to your satisfaction before being considered.
The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.
A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions.
Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.
Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.
The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?
The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?
Stress-testing your financial plan is never fun or easy, but it’s good knowing that your plan will hold up.
What do you need to know about the SECURE Act that passed in December 2019? A look at the changes to RMD’s and the “stretch” provision.