Posts by ssolares

If you think bonds are boring, think again! While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these. Learn how you should diversify your portfolio with bonds in today’s podcast episode, and see the full transcript below.

We’ve witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions many investors have now are why? and will these recent gains last? Learn the answer to both in today’s podcast episode!

Looking back at the past 50 years, we’ve seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take…

Here are a few steps to help safeguard your portfolio and finances during turbulent times. By implementing these ideas, you may even come out ahead!

Are you looking to move to a lower income tax state in preparation for retirement? Be sure to follow these basic rules to ensure you don’t get penalized in case of an audit!

What happens if the market is volatile when you retire? Today’s podcast episode discusses a major problem with the 4% rule that all retirement savers and soon-to-be retirees need to be aware of. Listen now and read my latest column on Forbes for more details on the 4% rule.

Stock markets are riding high as we approach the end of 2019. What’s more, the largest pullback in the S&P 500 this year was only 7%. There are three key reasons for this outsized performance, and one important takeaway for investors as we enter 2020. Perhaps the most important reason that major markets have experienced…

Have you heard of the 4% rule? How much can you safely withdraw from your retirement portfolio and not run out of money? Is allocating 75% of your portfolio to stocks a risky move? In today’s episode of Financial Transitions, we’ll explore everything you need to know about the 4% rule. Learn how you can…