by Justin Knapp | Feb 9, 2021 | Uncategorized
There’s a common idea that tax planning is a very precise mathematical procedure. Some parts of it are. But there’s also a fair bit of guessing going on. For instance, with retirement tax planning, the process each year is usually to: Identify the various income...
by Justin Knapp | Feb 9, 2021 | Uncategorized
I talked with a group of financial advisors in recent weeks about retirement planning and one of the topics that kept coming up was sequence of return risk. This is basically the idea that you if experience poor returns or a huge bear market when withdrawing your...
by Justin Knapp | Jan 21, 2021 | Uncategorized
4Q2020 IWM Market Analysis (click here)…
by Justin Knapp | Jan 13, 2021 | Uncategorized
4Q2020 IWM Market & Economic Review Newsletter (click here)
by Justin Knapp | Jan 13, 2021 | Uncategorized
1Q2021 IWM Investment Insights Newsletter (click here)
by Justin Knapp | Aug 25, 2020 | Uncategorized
Here are five steps to take now, so you’re prepared for when the economy and the stock market falter: 1) Ponder your history. 2) Get spending money out of stocks. 3) Invest with conviction. 4) Hold your nose and buy Treasury’s. 5) Prepare for rough...