Biases Can Affect Investment Decisions
When the market was in the midst of an 11-year bull run, you may have increased your investments in equities. By contrast, if you were recently burned by market performance, you may be hesitant about increasing your investments. Investment...
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Reconsider ROTH Conversions
What impact will rising income tax rates have on my retirement? Do I understand the tax impact of leaving my retirement assets in trust? How will my retirement account distributions impact my taxes? In the current environment, where market...
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The Latest News Affecting Your Financial Life
The April 2020 edition of Fairman Group Perspectives highlights returning to work after COVID-19, coronavirus scams, rebalancing portfolios, and CARES Act distributions. Learn more!
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Coping With Market Volatility: Could This Be a Chance to Rebalance at a Discount?
In a volatile market, it's easy to allow your emotions to influence your investment decisions. But if you can keep your cool while those around you are losing theirs, you may be able to take advantage of potential opportunities....
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Constructive Portfolio Actions: Portfolio Improvements Amid COVID-19
The COVID-19 pandemic has had a significant impact on global economies and world markets (to say nothing of the health tragedies). In volatile times like these, human nature causes many investors to want to sell their portfolios for fear...
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