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November 18, 2017
I get asked a lot about whether people should put their money into a ROTH IRA or a Traditional. It is always a tough question and usually the answer is “it depends”. But I thought I would lay out a little quick “rule of thumb”. First a quick refresher: A ROTH IRA (or 401(k)) means…
November 8, 2017
One of the more common questions I get asked by my client is what to do with the cash they have sitting in a savings account making, well, nothing. I always recommend having cash in a savings account (how much is a story for a different day!) but if you have ever received a full…
October 8, 2017
I ran across this pretty cool site the other day courtesy of one of my clients, @distefam. It basically back tests (checks against historical data) various versions of popular evergreen portfolios. These are portfolios like the Permanent Portfolio that are designed to be put into place regardless of risk tolerance and not be adjusted. What I found most interesting about…