Unappealing or too conservative for you? Think again. They have their place. When stocks soar, fixed-income investments have comparatively little allure. Investors hungry for double-digit returns may regard them as bland, vanilla securities saddled with an opportunity cost, geared to risk-averse retirees who are “playing not to lose.” An investment earning a consistent rate of…
What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On the other hand, you’ll pay more taxes, attract…
For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not…
This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs: Traditional IRAs (occasionally called deductible IRAs) are the “original” IRAs. In most cases, contributions…
This is the factor that could really build wealth for young adults. Most wealth is built gradually. Sometimes it is built without any great financial sacrifice. You can cite one factor that promotes wealth building perhaps more than any other – the power of compounding. If you are decades away from retirement, you have a…
After 20 months of relative calm, this volatility needs to be taken in stride. correction Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion threatens to influence investment decisions. February…
Is this unorthodox investment idea underappreciated? You can invest your IRA assets in different ways. Should you invest a portion of those assets in real estate? At first thought, putting real estate into an IRA may seem like an off-the-wall idea. It is one you might want to consider, but you must be…
Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of…
Contact us to learn more… Subscribe to be notified when a new article is posted. JST Investment Consulting does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be…
As the recovery lengthens further, this is a natural question to ask. This decade has brought a long economic rebound to many parts of America. As 2017 ebbs into 2018, some of the statistics regarding this comeback are truly impressive: *Payrolls have grown, month after month, for more than seven years. *The jobless rate is…
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Jeff Tilson is extremely organized, professional, and puts a lot of care into working for his clients best interests. He's also upfront and honest! Jeff is...
