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March 2018 Blog Archive

Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine)
Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine) Sat, Mar 24, 2018 During the short nine days of trading from late January to February 8, the S&P 500 fell like a skydiver leaping out of a plane: fast and down. In a classic flight-to-quality response, investors pulled their parachutes, socking billions into the large... Read More

RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes
RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes Mon, Mar 19, 2018 .....It's almost April 1.  That means it's required minimum distribution (RMD) time for senior Americans.  Those who turned 70 1/2 last year face the deadline for taking RMDs from their qualified retirement plans.  Their older cohorts should be consi... Read More

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