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Choosing Which Investments To Use First
by
Mike Porter
Head of Customer Support
WealthTrace
You have choices to make about how you want to spend down retirement money. Once you stop working, which accounts do you want to use up first? Or does it make sense to spread it around, taking from multiple accounts at a time?
Full story
Should You Pay Off Your Mortgage, Refi, Or Do Nothing?
by
Mike Porter
Head Of Customer Support
WealthTrace
Low interest rates cut both ways. If you're an investor in search of income, bonds probably haven't been doing much for you in recent years, forcing you to look elsewhere.
Full story
Which Asset Allocation Is Right For You?
by
Doug Carey, CFA
President
WealthTrace
Taking too much risk in retirement can lead to major problems when the market has a severe downturn. Not taking enough risk when young means leaving a lot of money on the table.
Full story
Renting Vs. Owning In Retirement
by
Mike Porter
Head of Customer Support
WealthTrace
Should you rent a home in retirement? Renting is not necessarily just throwing money down the drain. There's more to the decision than financial concerns, but those should be considered carefully.
Full story
Market Timing Loses In The Long Run
by
Doug Carey, CFA
President
WealthTrace
Hindsight may be telling us we should have sold in March. Don't listen.
Full story
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