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Retirement Savings Options: Traditional vs. Roth

Retirement Savings Options: Traditional vs. Roth

This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option.

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Fund Focus DFCEX

Fund Focus DFCEX

DFA Emerging Markets Core Equity Fund (DFCEX)

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686 Hits

401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

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596 Hits

Client Letter October 2016

Client Letter October 2016

Portfolio Insights: Index and Factor Investing

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717 Hits

Client Letter September 2016

Client Letter September 2016

The Election and what it might Mean

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768 Hits

Client Letter August 2016

Client Letter August 2016

In July, the stock market continued to rebound from the Brexit correction and experienced a rotation back toward large and medium capitalization growth stocks.

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Client Letter May 2016

Client Letter May 2016

Stocks continue rebound from January funk, but bonds flat in May. Return expectations flat lining after post crisis run.

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463 Hits
Featured

Want to Become a More "ADEPPT" Investor? Focus on the Things You Can Control.

Want to Become a More "ADEPPT" Investor? Focus on the Things You Can Control.

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

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Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

...
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628 Hits
Featured

Clinton vs. Trump -- Tax Plans Compared

Clinton vs. Trump -- Tax Plans Compared

This is an unbiased comparison of the proposed tax plans for individuals released by Hillary Clinton and Donald Trump. In many ways, their tax policy aligns broadly with the platform of their political party — Clinton wants high-income earners to pay a larger percentage of their income in taxes, while Trump wants to cut taxes for all income levels. 

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Featured

The post-truth world: Yes, I'd lie to you-The Economist

The post-truth world: Yes, I'd lie to you-The Economist

Required reading. Forget the highlighter, the whole thing would be yellow.

Obviously the post truth political environment is troubling, but it affects how investment information is disseminated, which we've tried to make you aware of. How do we protect the integrity of our own thinking and ability to remain objective?

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MIT, NYU, Yale Sued Over Retirement-Plan Fees

MIT, NYU, Yale Sued Over Retirement-Plan Fees

 Suits claim plans breached duties by stocking investment menus with retail mutual funds

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Vanguard Value Index Adm

Vanguard Value Index Adm

We are already more than halfway through 2016 and the Value stocks continue to shine bright.

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810 Hits

Are you living within your means?

Are you living within your means?

This is a crucial question, particularly when it comes to achieving your long-term financial goals. 

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Climbing a Wall of Worry

Climbing a Wall of Worry

The stock market “climbed a wall of worry” in the second quarter, fending off concerns about Brexit and slowing growth patterns. During the quarter there was a sharp downtick within the general labor expansion, but recent evidence indicates that it was an aberration. Finally, the Fed signaled that it will be patient as far as interest rate policy.

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Featured

Client Letter July 2016

Client Letter July 2016

Midsummer Night’s Market

The good old days, when politicians were civil and worked together, market risk was null, and stock market volatility was low

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Featured

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

 

 

June 24, 2016

 

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

 

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Vanguard Small Cap Index Admiral

Vanguard Small Cap Index Admiral

The Vanguard Small Cap Index fund (VSMAX) plays a significant role in your portfolio by offering a level of diversification within the domestic equities allocation at a low cost. Having a properly diversified portfolio can help boost returns over time and even help reduce the volatility of returns you experience. For example, over the past 3 months VSMAX returned 12.39% compared to the Vanguard S&P Index funds return of 9.1%.  See Fund

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