7 Reasons Your Advisor May Be Outdated
If you feel you can answer these questions confidently than you are most likely in great shape! If not, it may be time to reevaluate your advisor. 1. Buy and hold investment philosophyDoes your advisor recommend buy and hold? Last two bear markets 2008 S&P 500...
Where is the highest Inflation?
This chart below shows the price changes of goods and services from 1997 to 2017. The chart is a great way to show that inflation is not a uniform increase in prices, and that varies greatly from sector to sector. Why some prices are rising at twice the rate of...
Coronavirus
Volatility was below average in 2019 but the concerns of the economic impact of coronavirus may bring us more volatility in 2020. Coronavirus was first identified late last year in Wuhan City, China. China is the second largest economy in the world behind the...
Highlights of the Secure Act of 2020
There are other aspects of the SECURE ACT not covered here but these are the four that are most notable. 1. RMD age increased from 70 ½ to 72 Required Minimum Distribution (RMD) from traditional IRAs now begin at 72 instead of 70 ½. This applies to people who were not...
January 2020: Volatility Might Surprise Us Again in 2020
Looking back at 2019 where the S&P Index ended the year up an impressive 28.88% despite all the news stories of trade war, impeachment, IRAN, Trump tweets, etc. One other surprise besides total return might be the overall volatility of the market. Heading into...
Plan to Rise Above™
Welcome to the Plan to Rise Above™ Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.
