Recent headlines surrounding bank failures may have you wondering: How safe are my investments? How does FDIC insurance work with my investment accounts? What happens if my custodian – Fidelity, BNY Mellon / Pershing, Schwab, TD Ameritrade – becomes insolvent … Continue reading
Tag Archives: Investing
2023 Investment Expectations
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact the success of your retirement plan, portfolio decisions, and peace of mind to name a few. Continue reading
Reconsidering Bitcoin
I wrote the article below in December 2017. With wild price swings, peak-to-trough losses of -70%+ in bitcoin (and more in other digital currencies), major bankruptcies, and seeming frauds in the crypto space, I thought a look back may be … Continue reading
What are Retirees Doing After Poor Market Returns in 2022
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading
How NOT to Invest in the Face of Creative Destruction
Innovation culminates in societal advances and growth but can be painful if you are on the destructed rather than the constructed side of change. Here we’ll explore how this should influence your investment portfolio and specifically highlight what not to do. Continue reading