Market Commentary

401(k) Mistakes You Need to Avoid!

May 30th, 2018
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Pauline R. from Destin, FL asks: Hi Mitch, I just started a new job that offers several new 401(k) investment options, some of which are “target date funds” that match my retirement year. Before this, I worked at DuPont (Dow Chemical) for 25 years and grew my 401(k) with company stock and a mutual fund a co-worker recommended.[…]

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Time to Sell Tech?

April 18th, 2018
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Harvey S. from Youngstown, OH asks: Hi Mitch, with all the bad press about Facebook, and with Amazon looking like it could be in trouble too, would you say the outlook for technology companies is not looking so good at the moment?[…]

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Are You Ready for Retirement?

April 4th, 2018
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Sheila D. from Cheyenne, WY: Hi Mitch, I’ve seen a lot of articles and statistics saying that a majority of Americans aren’t ready for retirement. The main finding seems to be that people are far from having enough saved.1 My question is,[…]

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4 Best Practices for Investors

March 14th, 2018
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Paul R. from Evansville, IN asks: Hi Mitch, I’m recently retired and am taking a greater interest in investing. Don’t worry – I don’t plan on becoming a day trader or anything. I’m just wondering what you might consider some best practices for monitoring trends/news and managing my portfolio?[…]

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Are You, and Your Spouse, Prepared for Retirement?

February 7th, 2018
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Randy W. from Jacksonville, FL asks: In your interactions with clients, do you find that you only work with one decision-maker in the household? Or do you find it important/helpful to always include the spouse? My wife and I are looking to hire a financial advisor,[…]

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Bitcoin Could Be Risky Business

October 6th, 2017
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Matthew W. from Virginia Beach, VA asks: Hi Mitch, I’m curious what your thoughts are on bitcoin. It seems like the “digital world” is the future for just about everything, and something like bitcoin could really continue taking off. I know it can be highly risky to invest,[…]

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Is Your Risk Tolerance In-line with Your Portfolio?

September 26th, 2017
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David T. from Worcester, MA asks: Hi Mitch. I’m trying to figure out how to make sure my investment portfolio is in-line with my risk tolerance. I know that I want growth, but I don’t want to endure a 40% or 50% loss like in 2008.[…]

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Should You Invest in Alternative Investments?

September 12th, 2017
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Sarah H. from Stockton, CA asks: I’ve been reading more and more that many financial advisors are adding “alternative investments” to their list of offerings. My basic understanding is that these are non-traditional investments (not stocks or bonds) that potentially offer a higher return for similar or maybe slightly higher risk.[…]

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How Can You Build Wealth in Retirement?

September 7th, 2017
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Victor R. from Branson, Missouri asks: I’m curious on what your opinions are when it comes to drawing income from a retirement portfolio. Do you raise cash for a few years’ worth of expenses and invest the rest? Or do you raise cash as you go?[…]

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Should You Roll Over Your Company 401(k) Plan?

August 30th, 2017
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Henry L. from Murfreesboro, TN asks: I retired two years ago and just left my 401(k) in my old company’s plan. It’s been doing well, and I’ve had no issues. But, my son keeps telling me I should roll it over into an IRA so I can have more control.[…]

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