Rules Have Changed for Children Inheriting IRAs
/
If you inherit an IRA or Roth IRA from a non-spouse (such as a parent), the rules have changed. Here is what you need to know.
Read More
Financial Blog For Busy Professionals & Impact Investors
What is unique about the TSP's "G Fund"?
/
The Thrift Savings Plan (TSP) is the retirement plan for federal employees and members of the uniformed services. The G Fund is specifically issued by the Treasury Department for TSP participants and it offers a unique benefit. This is how it works.
Read MoreWhen to add TIPS to your portfolio
/
Even though inflation has been low recently and high inflation rates are a distant memory, there is always the possibility that it will spike again, even if it is due to unjustified market fears. Thankfully, there are ways to hedge against the negative effects of inflation.
Read MoreWhy do stocks split?
/
Apple (AAPL) and Tesla (TSLA) were recently in the news as two companies that are splitting their stock. Why would a company choose to do that and how does it affect you?
Read MoreWhat to expect during the Discovery Meeting
/
We just finished our initial call and you decide to move forward. This is what happens next.
Read MoreManaging Capital Gain Distributions
/
"My mutual fund lost money and I didn’t sell any shares. Why do I still have to pay tax on capital gain distributions?" Here's why.
Read MoreShould you invest in Bitcoin? You may be surprised by my answer.
/
Google is the leading search engine today, but before Google, there was Excite, Lycos, and many more that did not catch on. Given that perspective, it is reasonable to assume that many of today's cryptocurrencies will not last another 10 years, falling by the wayside to a single cryptocurrency that hasn't been invented yet.
Read MoreCurrent Economic Outlook and Your Portfolio: It is Time for a Check-Up
/
We are staying on top of some key economic developments this quarter. While shifts are being made constantly in this ever changing landscape of the economy, here is a review of the current economic outlook and interest rates.
Read MoreWhen Target-Date Funds Aren't the Best Solution
/
We really like target-date funds. They are a simple and convenient solution for those that want an all-in-one investment strategy and don't want to worry about rebalancing. However, there are two situations where they aren't the best choice.
Read MoreWe are not Robo-Advisors
/
Robo-advisors fill a need. They are serving people with a small amount of money who haven't traditionally been served by advisors. That being said, PWR is not a robo-advisor and we have no plans to become one.
Read More