Financial Articles

Investors are experiencing slight relief as markets experience some recovery, but with that being said, you also might wonder: How long will this last? And, should you cash in while you’re up?

The first half of 2022 saw the second-worst performance of a 60/40 portfolio of stocks and bonds in over two centuries. Despite this, however, something still holds true: In combination, stock and bond markets naturally form an equilibrium.

Money (more specifically, the thought of not having enough of it) can elicit fear for many reasons, but often, the biggest is due to it triggering a sense of survival.

There is no exact “secret recipe” to human happiness, but here, you’ll find eight principles from an author who has studied and written about what lends to a fulfilling life for over a decade.

We often fill our days focused on productivity and an urgent need to get as much accomplished as possible; however, continually watching the scorecard doesn’t guarantee future investment certainty.

Here, past podcast guest, Wade Pfau, highlights how to strategize the withdrawal order between your three tax buckets (taxable, tax-deferred, tax-exempt) by utilizing two different distribution methods: The adjusted gross income (AGI) threshold strategy versus the incremental average tax rate method.

The future is never clear, but it can become all the more frustrating as an investor to understand where we might go when many things in the economy are pointing in opposite directions.

In his book, titled Man’s Search for Meaning, holocaust survivor and psychiatrist, Viktor Frankl, wrote: “Don’t aim at success — the more you aim at it and make it a target, the more you are going to miss it. For success, like happiness, cannot be pursued; it must ensue…”

Looking at today’s financial markets, “risk-free rate” is one of the easiest, most observable aspects to watch above the waterline.

The U.S. economy is full of contradictions, and it’s set the stage for the unique landscape we find ourselves in today.

Have you felt the negativity as of late? If you’ve flipped on the TV or browsed the world-wide web at any point recently, it’s impossible to miss. News headlines swarm with warnings of an economic free fall, yet it’s not mirroring what’s happening in today’s reality.

I’m always interested in learning more about the concept of happiness. After all, isn’t the goal to live a purposeful life as our happiest self?