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November 18, 2017

ROTH versus Traditional

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…

Investing Money

November 8, 2017

Safety Nets and Stable Values

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…

Investing Money

October 8, 2017

Tracking Investments & The Market

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…