- 401(k)'s and 403(b)s
- SIMPLE IRA's
- SEP IRA's
- Traditional & Roth IRA's
- Rollover IRA's
- Brokerage & Advisory Accounts
- 529 Plans (College Savings)
- UTMA Accounts (Uniform Transfer to Minor Act)
WHY ARE YOU INVESTING & WHAT ARE YOUR INVESTMENT GOALS?
DO YOU HAVE LIQUIDITY NEEDS?
WHAT IS THE IMPACT OF TAXES?
HOW MUCH RISK ARE YOU WILLING TO UNDERTAKE?
WHAT IS YOUR SKILL SET AND KNOWLEDGE IN MANAGING AND UNDERSTANDING INVESTMENT OPTIONS?
Managing Investments Means Managing Your Emotions
The market crashed over 10% in a single day in March 2020. While many investors sold out of their positions, those who held on and continued investing were rewarded, heavily. In just 354 days following the crash, the stock market as represented by the S&P 500 surged back into a bull market and doubled in value. Those who sold at the bottom missed a rare opportunity, which demonstrates the importance of managing emotions in uncertain times. Some believe that you can remove emotion from decision-making, but we’re human. Everyone has emotions. The important part is learning how to manage them while managing your money.