Financial Advisors Take Heat for Market Losses (Will Anger Intensify?) Was 2022 an aberration for the 60/40 allocation? Many financial advisors steer clients who are willing to take some risk toward a 60% stocks / 40% bonds portfolio. Alas, investors who followed that strategy in 2022 saw the value of their portfolios decrease substantially. In READ MORE |
Category: Retirement
What To Do With Your Pension Plan
What are the long term risks in investing in pension plans, IRAs, 401ks? Immediately obvious risk is higher tax rates we are likely to face in the future. This is a risk for tax deferred investments. But Roth IRAs, Roth 401k are immune. But could there be other problems? What would you do if the READ MORE |
When IRA is a Bad Idea
How IRAs Can Tie Investors’ Hands — and What To Do About It By Susan C. Walker Editor’s Note: The following article discusses Robert Prechter’s view of investment vehicles and government-regulated plans. For more analysis from Robert Prechter, download a free 10-page July issue of Prechter’s Elliott Wave Theorist. It’s a blessing and a curse. READ MORE |