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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

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Don't Abandon International Diversification

Don't Abandon International Diversification

For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both. 

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As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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Investing Made Simple - Real Estate (REITS)

Investing Made Simple - Real Estate (REITS)
Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
 
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Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

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Opportunities and Incentives under the Tax Cuts and Jobs Act

Opportunities and Incentives under the Tax Cuts and Jobs Act

FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.

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What If You Bought Right Before the Market Correction of 1987?

What If You Bought Right Before the Market Correction of 1987?

The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.

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J.P. Morgan Guide to the Markets

J.P. Morgan Guide to the Markets
I've always found this chart book to be very helpful. 
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Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

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Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

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How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

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TWM Video for your college Graduates


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Don't Get Too Caught up in the Trump Bump or Slump

Don't Get Too Caught up in the Trump Bump or Slump

Political issues shouldn’t play a large role in long-term strategy

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How do I steer my college grad onto the right financial path

How do I steer my college grad onto the right financial path

How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

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The Value of a Fiduciary Advisor

The Value of a Fiduciary Advisor

Based on Russell Investments 2017 study

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Fidelity Survey: giving brings couples together, highlights importance of discussing values

Fidelity Survey: giving brings couples together, highlights importance of discussing values

 Couples may want to add charitable giving to their "must dos" this Valentine’s Day.

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Buffett: Indexing the Best Choice for Investors Large and Small

Buffett: Indexing the Best Choice for Investors Large and Small

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

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The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

 

By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM

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Invest a Lump Sum Now or Average In?

Invest a Lump Sum Now or Average In?

When clients receive a large lump sum of cash, such as from a pension payout, bonus or asset sale, historical evidence suggests that the best decision is to invest the sum all at once according to an investor's asset allocation plan. Many investors nevertheless choose to put the money to work over time, hopefully using a systematic implementation. This research article from Vanguard explores the costs and benefits of both strategies to help guide what is a frequent decision faced by our clients.

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