Investment
Perspective Blog

Investing & Presidential Elections  With the US presidential election less than three months away, many investors worry about the impact the election will have on their portfolios. A recent article from Commonwealth's CIO Brad McMillan gives us a few insights to...

There's No Proven Way to Time the Market  With headlines grabbing our attention during this volatile year, we may be tempted to jump in and out of the market. We must remember the wisdom of Warren Buffett, who said: "The stock market is a device for transferring money...

Christopher Columbus and Compound Interest “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” (Albert Einstein) In 1492 Christopher Columbus decided to save for retirement. He had just one penny to invest...

Items to Consider   When uncertainty abounds, our natural instinct is to do something.  We want to make a change that will improve our situation.  In investing, this inclination to act can be problematic if done based on fear rather than reason.  Below, we've listed...

RMDs & QCDs (Donating Directly to Charity) The IRS requires taxpayers over age 70½ to take a Required Minimum Distribution (RMD) from their IRAs each year.  This forced IRA distribution adds ‘taxable income’ –thus increasing the amount of taxes you pay to Uncle...