Investment ideas for 2020

Investment ideas for 2020 and beyond. Learn what trends will drive the stock market in the next decade. Disruption creates opportunity  2020 has been challenging in multiple ways. The global pandemic changed our lives. We have adapted rapidly to a brand new world. Six months

Thrift Savings Plan

The Thrift Savings Plan (TSP) is a retirement savings plan for federal employees. The purpose of the TSP is to provide federal workers with a platform for long-term retirement savings where you can make regular monthly payroll contributions. In many ways, TSP resembles the 401k

physician retirement

I talk to physicians every day and know that retirement is a sensitive subject. For many physicians retiring is an extremely personal decision. And it is not an easy choice to make. You must take into account a wide range of financial, professional, and individual

Understanding tail risk

What is Tail Risk? Tail Risk is the possibility of suffering large investment losses due to sudden and unforeseen events. The name tail risk comes from the shape of the bell curve. Under normal circumstances, your most likely investment returns will gravitate in the middle

Roth Conversion

Roth conversion of your tax-deferred retirement savings can be a brilliant move. Learn the must-know rules and tax implications of Roth Conversion before you decide if it is right for you. What is a Roth Conversion? Roth Conversion is the process of transferring the full