Weekend Reading: Where Does the Wealth Go When Asset Prices Go Down?
In times of market volatility, you might wonder: Where does the wealth go? The simple (yet also complicated answer) is – it vanishes.
Weekend Reading: When Roth Conversions Go ‘On Sale’: Discounted Roth Conversions During a Bear Market Decline
Amidst market volatility, I believe there’s always some form of opportunity. Today, that comes in the form of tax planning and the option to maximize “discounted” Roth conversions.
Weekend Reading: Keep It Going
As author Morgan Housel says, “The most important investing question is not, ‘What are the highest returns I can earn?’” Instead, “It’s, ‘What are the best returns I can sustain for the longest period of time?’”
Weekend Reading: Good Genes Are Nice, But Joy is Better
What lends to a happy, long life? While genes and taking care of your body are important factors, an ongoing Harvard study states it also draws down to how healthy your relationships are.
Weekend Reading: 7 Standout Places to Retire
As recent Retire With Purpose podcast guest, Ryan Frederick, says, “Your DNA only accounts for about 30 percent of your longevity.” The rest draws down to lifestyle and your environment, which is why finding the “perfect place” in retirement is so important.
Howard Bailey acquires Indianapolis-area financial firm
Howard Bailey Financial, Inc.™ announced the integration of Singer Financial, a firm located in Brownsburg, IN, that has provided retirement planning guidance for more than 25 years.
Weekend Reading: The 5 Biggest Regrets People Have About Retirement
Many might believe the top regrets of today’s retirees include not saving enough or beginning to save earlier; However, while these are certainly valid qualms, our team finds - much like the author of this article - that the biggest mistakes go deeper.
Weekend Reading: The 7 Habits That Lead to Happiness in Old Age
According to ongoing research at Harvard Medical School that began in 1938, there are seven factors (or big investment decisions) within your control that can help lend to living a life as full as possible in your later years.
Weekend Reading: How to Have Peace of Mind During High Inflation
From the prices you’re paying at the grocery store to the news headlines circulating daily, it’s probably difficult to ignore the pool of inflation you’re floating in right now. However, don’t let fear and greed get the best of you.
Weekend Reading: It's Time to Throw Out Stereotypes on Aging
According to 2021 research conducted by AARP and National Geographic, titled “Second Half of Life Study”, many of the ideas and stereotypes we hold about aging are wrong.
Weekend Reading: The Greatest Paradox in Markets
Momentum from extreme highs and mean reversion from extreme lows create the “most powerful forces in markets”, prompting above-average returns.
Weekend Reading: Why We're Now in a Bear Market
You’ve undoubtedly seen the headlines. We’ve stepped into a Bear Market, and it’s caused many investors to enter a state of hover and hide.