It’s no secret that investors tend to chase investment performance, in fact most mutual funds and investment companies count on it. Flows into mutual funds are highly correlated to the funds performance in the prior four quarters. Thus, investors piling into an investment shortly after peaking and about to reverse
You read that right, there is simply too much cash in the capital markets to not see a handful of effects that could impact your investments and plan. The supply of money floating around is massive right now. There is a lot of risk, COVID has us concerned about the
Tax-smart moves that don’t involve tax deferral There are several methods that tax planners can use that are not part of the tax deferral strategy category and that might find new and improved legs as this change happens. Contribute to your Roth IRA Qualified withdrawals from Roth IRAs are federal-income-tax-free,
