Time for the Contrarian?
Robert Davis discusses the negative sentiment engulfing the equity markets today. Taking a contrarian view to the consensus has in the past provided opportunities for outsized returns.
Successfully Timing the Markets: Often Attempted, Seldom Achieved
We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
Cash Balance Plans
A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.
The Great Resignation or Great Retirement?
Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]
Sixteen Inspirational New Year’s Resolutions of Financial Advisors
Mariella Foley was highlighted in a Wealth Management.com article sharing resolutions of 16 financial advisors from across the country. See #4 as Mariella shares her desire to prepare the next generation of Round Table Wealth [...]
401(k) FAQ: Pros & Cons Of Self-Directed Accounts Vs. TDFs
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in Forbes. His quote is on the usage of self-directed accounts in your 401(k). Click here to read the full article: 401(k) FAQ: [...]
Splitting Retirement Accounts in Divorce
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Retirement Assets in a Divorce Settlement
This is the fourth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions about retirement [...]
Planning for Retirement – Preparing a Portfolio Withdrawal Plan
This paper is the third of a series addressing retirement planning issues. In the first part, we discussed how to prepare a retirement cash flow forecast. In the second part, we discussed how to prepare a [...]
Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad
Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.