Investing Insights
August 17, 2021
Tax-Smart Inherited IRA Distribution Strategies
Mark's dad was a diligent, longtime investor, and when he passed away in late 2020, Mark inherited his dad's substantial IRA. Mark enjoy...
Read moreAugust 11, 2021
How to Invest Your Inheritance
“My dad was good with money, so when I inherited his PG&E stock back in the 1980s, I figured it was probably a good investment, and I kept it,” Jo...
Read moreJuly 15, 2021
What to Do with Cash in a Low Yield Environment
“What’s a good replacement for income from a CD or a money-market fund?” an investor asked us. “Are bonds the best way to do that? I can’t afford...
Read moreJune 22, 2021
Where to Invest for 4% a Year
“Where can I invest that would provide a 4% a year return?” an investor asked us. “I looked at bonds, but right now bonds are paying so little.” In...
Read moreJune 15, 2021
Annuities: The Good, The Bad & The Alternative
“My broker suggested that I invest in an annuity. Is that a good way to replace my income when I retire?” an investor asked us recently. We’v...
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