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Should you do a ROTH IRA conversion, take money out of your 401k plan, delay an RMD. These are all the questions, and more, we are answering this week in Financial Planning Corner.

The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.

The market has had a sharp rally over the last couple of weeks, which has investors feeling all "bullish" again hoping the crash in March was just an anomaly. However, there are some questions that "bullish investors" need to answer before assuming the markets are "all clear" of what ails them.

Short term pragmatic solutions always seem to be the answer to crisis. Now in a fresh crisis, the Fed once again has no capacity to look beyond the crisis to the consequences of their actions.

Using CAPE to better assess how far stock prices can rise or fall.

On the road to personal financial milestones, investors aspire to reach multiple destinations that are important to them - whether it's saving for a college education or retirement, we all seek to assess the risks. Here's three to avoid.

A recent article from Institutional investor decode "fund manager speak" when you see them on financial media. Here are some steps to improve you investing and avoid the noise.

For those of us who were around in 1999-2000 looking at charts and perhaps writing about them, there is an eerie familiarity with the market of today. Back then, when indices and the Nasdaq in particular, were rallying harder each […]

After the longest bull market in history, investors who were betting on 6% annual rates of return to meet their retirement goals, are finally back to breakeven. Unfortunately, they are positioned for another set back.