The Modern Investor
Written by Human Advisors, for Human Investors
Prefer YouTube?
Author
Category
The Fed Might Be Finished Raising Rates. Should You Sell Stocks?
Should you sell stocks if the Fed is finished raising rates? Here are a few things you may want to consider.
Is Cash Safe? Considerations for Investors Following Silicon Valley Bank
Is cash safe? Things to consider for savers as banks come back into focus.
New Employer? Things to Consider Regarding the Old Retirement Plan.
You have a new employer. What should you do with the old 401(k) or retirement plan assets? Leave it where it is, bring to the new employer’s plan, or rollover into an IRA? Here are some of the key considerations around taxes, investment options, and fees, as well as a few other items to take into account.
When Does 13,000 = 1,000,000?
529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.
Is My Home Next?
2023 Annual Letter
What A Start
Will the strong start to 2023 continue for international stocks?
A Boring 19%…
SECURE Act 2.0 - Six Things to Know
Outlooks Everywhere
Making a list… ‘Tis the Season!
Planning for the Inevitable
The Good, The Bad, and The Ugly: Interest Rates Edition
Mid-Terms and Stocks
Did I Miss It?
I Can’t Look
3rd Quarter 2022 Commentary
Portfolios: Made in America
A Great Decade*
