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Time for a Medicare Check-Up

Time for a Medicare Check-Up

The article "Now is the time for an annual Medicare check-up" from Goodcare.com provides a valuable reminder to take advantage of the upcoming open enrollment period for Medicare. The temptation with all insurance is to “set it and forget it”.  With medical insurance, it is especially important to adjust your health insurance as your health evolves.  The upcoming enrollment period which opens on October 15 is a great opportunity to review your coverage.  Those of you who haven’t reached age 65 aren’t off the hook for this.  Many of your employers also have open enrollment periods approaching before the end of the year so a review of your coverage is also a good idea.  As always, please let us know how we can help.

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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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1028 Hits

401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

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Client Letter October 2016

Client Letter October 2016

Portfolio Insights: Index and Factor Investing

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1057 Hits

Client Letter September 2016

Client Letter September 2016

The Election and what it might Mean

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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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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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1241 Hits

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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971 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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1154 Hits

The $100K-plus problem with not saving while you're young

The $100K-plus problem with not saving while you're young

The sooner you start, the more time you have to compound that growth

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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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3 Things You Should Do Before You Pay Off Student Loans

3 Things You Should Do Before You Pay Off Student Loans

Should paying off student loan debt really top your priority list?

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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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1491 Hits
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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