Are You Ready for a 30-Year Retirement?
You can always plan for your ideal length for retirement, but you never know how long your retirement will last. Therefore, it is essential to know four common threats that could impact your retirement savings. Scott Peterson covers these four threats which include how long you live, inflation, investment management risk, and retirement income distribution risk.
The SECURE ACT: Tax Law Changes for IRA’s that Impact Retirees
The president recently signed and updated a law, known as the Secure Act, that changes the way you may save for retirement. Scott dives into these changes including the impact on your IRAs and also the positive changes surrounding RMDs and QCDs.
Investing Tips for Retirees: Risk vs. Volatility
The stock market is always changing and it is hard to predict what will happen in the future, even though some may claim they can predict the stock market. Scott Peterson helps you understand what volatility means in the stock market sense as well as the risks of investing in the stock market.
Equities are too Risky and Should be Avoided: Grand Illusion #4
The final investing myth, or grand illusion, that Scott Peterson covers is on if equities are too risky and should be avoided. The main focus of this blog is on the bear and bull markets and how they have performed. Make sure to visit the other three grand illusion blogs located at the end of this blog.
Past Performance Does Not Guarantee Future Results – Grand Illusion #3
You probably know someone who loves to use the phrase “back in high school”, and if you don’t maybe you’re the one who says it. The third grand illusion is on the topic of how your past performance does not mean will always perform the same way in the future. This is not only attributable to daily life, but also in the stock market.
The myth of “Timing the Market” – Grand Illusion #1
In his four-part series of introducing grand illusions for your financial planning, Scott Peterson starts off by talking about timing the market. Scott introduces the question ‘Can you really outperform the stock market average?’ and dives into why timing the market is a myth.
Do Actively Managed PortfoliosBeat the Market? – Grand Illusion #2
Coming of the first grand illusion on market timing, Scott Peterson follows up the second grand illusion on if actively managed portfolios beat the market. Within the second investment myth, Scott specifically talks about Warren Buffet and his timely investing strategies as well as who benefits from actively managed portfolios.
Investment myths: Welcome to the Grand Illusions
There are many investment myths out there that can cause deception among those trying the invest. Scott Peterson introduces you to the four investment myths he will be covering, each in a different blog. Scott refers to these investment myths as grand illusions.
Investing Lessons Learned from 2020
2020 has come to an end and just like any other person or company, we are looking back at 2020 and recapping the lessons learned. Scott Peterson specifically addresses two lessons with the first lesson being about the velocity and trajectory of the market and the second lesson on the topic of how the market went into new high ground.
Is your Advisor a Fiduciary?
Advisors can be found in different settings including academics, fitness, legal, and of course finance. In the finance industry, there can be more than one type of advisor, specifically, if the advisor is a fiduciary or not. Scott Peterson provides three points to help you tell if an advisor is a fiduciary.