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10 May '23Navigating the Debt Dilemma: An Investment Perspective
Continue readingThe ongoing congressional standoff over raising the debt ceiling serves as a reminder to review our investment approach. Especially in regard to holding Treasuries. With the federal government’s revenue falling short of its spending, it’s clear that our country’s finances need attention. Behind all the political grandstanding remains the core fact that Federal revenue is […]
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03 May '23Why Is My 401(k) Automatically Invested in These Funds?
Continue readingUnless you proactively select investments in your 401(k), you may automatically be invested in the plans default option. These default investment options are called the plan’s Qualified Default Investment Alternative (QDIA). A QDIA is an investment option that is automatically selected for participants in a 401(k) plan who have not made their own investment choices. […]
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07 Oct '22Compounding Investment Returns
Continue readingThe stock market is down significantly this year with many tech companies losing over 30%. Against this dismal backdrop, compounding returns and adding to your investment portfolio may not be top-of-mind. Yet it behooves you to keep in mind that U.S. equity markets historically return about 10% per year on average over the long term. […]
