August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers
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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.
What is GDP?
What is a Tariff?
This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.
...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.
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.
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.
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.
...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.
...Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.
Here’s a plus for passive investingover active: lower taxes.
...How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.