Tag Diversification
Roth IRA Contribution Limits 2024
The Roth IRA contribution limits for 2024 are $7,000 per person, with an additional $1,000 catch-up contribution for people who are 50 or older. There is a $500 increase from 2023. Roth IRA income limits for 2024 Roth IRA contribution…
Roth IRA Contribution Limits 2023
The Roth IRA contribution limits for 2023 are $6,500 per person with an additional $1,000 catch-up contribution for people who are 50 or older. There is $500 increase from 2022. Roth IRA income limits for 2023 Roth IRA contribution limits…
Roth IRA Contribution Limits 2022
The Roth IRA contribution limits for 2022 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. There is no change from 2021. Roth IRA income limits for 2022 Roth IRA contribution limits…
Roth IRA Contribution Limits 2021
The Roth IRA contribution limits for 2021 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. Roth IRA income limits for 2021 Roth IRA contribution limits for 2021 are based on your…
IRA Contribution Limits 2022
The IRA contribution limits for 2022 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. Contribution limits remain the same as 2021. What is an IRA? IRA or Traditional IRA is a…
IRA Contribution Limits 2021
The IRA contribution limits for 2021 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. What is an IRA? IRA or Traditional IRA is a tax-deferred retirement savings account that allows you…
15 Costly retirement mistakes
15 Costly retirement mistakes… Retirement is a major milestone for many Americans. Retiring marks the end of your working life and the beginning of a new chapter. As a financial advisor, I help my clients avoid mistakes and retire with…
IRA Contribution Limits 2020
The IRA contribution limits for 2020 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. What is an IRA? IRA or Traditional IRA is a tax-deferred retirement savings account that allows you…
Roth IRA Contribution Limits 2020
The Roth IRA contribution limits for 2020 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. Roth IRA income limits for 2020 Roth IRA contribution limits for 2020 are based on your…
Essential Guide to Your Employee Stock Purchase Plan (ESPP)
What is an Employee Stock Purchase Plan (ESPP)? Employee Stock Purchase Plan (ESPP) is a popular tool for companies to allow their employees to participate in the company’s growth and success by becoming shareholders. ESPP will enable you to buy…
All you need to know about Restricted Stock Units (RSUs)
Restricted Stock Units are a popular equity compensation for both start-up and public companies. Employers, especially many startups, use a variety of compensation options to attract and keep top-performing employees. Receiving RSUs allows employees to share in the ownership and…
A financial checklist for young families
A financial checklist for young families…..Many of my clients are young families looking for help to build their wealth and improve their finances. We typically discuss a broad range of topics from buying a house, saving for retirement, savings for…
Will Emerging Markets Continue to Rally
Will Emerging Markets Continue to Rally Emerging Markets are up 26% so far year. But can they sustain the rally? If you invested in one of the large EM ETFs like EEM (iShares MSCI Emerging Markets ETF) or VWO (Vanguard…
6 Saving & Investment Practices All Business Owners Should Follow
In my practice, I often meet with small business owners who have the entire life savings and family fortune tied up to their company. For many of them, their business is the only way out to retirement. With this post,…
End of Summer Market Review
End of Summer Market Review Happy Labor Day! Our hearts are with the people of Texas! I wish them to remain strong and resilient against the catastrophic damages of Hurricane Harvey. As someone who experienced Sandy, I can emphasize with…
6 Essential steps to diversify your portfolio
Diversification is often considered the only free lunch in investing. In one of my earlier blog posts, I talked about the practical benefits of diversification. I explained the concept of investing in uncorrelated asset classes and how it reduces the…
Municipal Bond Investing
What is a Municipal Bond? Municipal bond investing is a popular income choice for many Americans. The muni bonds are debt securities issued by municipal authorities like States, Counties, Cities, and related businesses. Municipal bonds or “munis” are issued to…
4 Steps to determine your target asset allocation
One of the financial advisors’ primary responsibilities is to determine and document their clients’ target asset allocation. The target allocation serves as a starting point and guideline in diversifying the client portfolio and building future wealth. Clients’ unique financial goals,…
A Guide to Investing in REITs
On August 31, 2016, S&P 500 will introduce a new sector – Real Estate. Up until now real estate companies, also known as REITs, belonged to the Financial sector. They were in the company of large financial and insurance corporations.…
Introduction to portfolio diversification
Introduction Portfolio diversification is one of the main pillars of retirement planning. The old proverb “Never put all your eggs in one basket” applies in full strength to investing. Even the Bible talks about diversification. Ecclesiastes 11:2 says “Divide your portion…
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