It’s a challenge to optimize your investments with accounts spread over many different plans. Trying to pick the best mutual funds from four different menus that change from year to year can be a challenge for professional investors, let alone individuals.
With many investment categories currently down for the year, now could be an ideal time to rebalance your portfolio. If you’re a casual investor, you may have heard about rebalancing, wondered what it means, and questioned whether it applies to your situation. In this column we will cover the basics of rebalancing and also investigate whether your investments require it.
With final exams this month for CU and local high schools, thousands of Boulder County residents will be marching for their graduation ceremonies. Whatever the age of your graduate, you should introduce them to the power of the Roth IRA.
With the tax filing deadline tomorrow, most of us will be trying to put income taxes out of our mind for the next year. This would be a mistake, because with the passage of the Tax Cuts and Jobs Act (TCJA) in late December come new strategies in 2018 to reduce your tax bill.
Retirement Funds: Options to Think About
Whether you’re a mid-career serial entrepreneur or in your first job out of college, it’s good to be organized about where your savings should go.
While some tax breaks are straightforward, there are those that may face the chopping block when it comes time to “simplify” our federal and state tax codes.
Pruning your portfolio so you’re confident that it’s not being left to the weeds.