investing

What is Total Return Investing?

For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most out of my investments? One strategy to consider is total return investing.  Total return investing is a holistic investment approach that takes into account both yield and asset appreciation. With total return…
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Here’s What You Need To Know About Roth Conversions

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For retirement, specifically, individual retirement accounts (IRAs) are a widely popular savings vehicle. Roth IRAs, in particular, are excellent accounts to help retirees mitigate their tax liability in retirement.  The main differentiator of a Roth IRA is that you contribute with after-tax dollars, and all qualified distributions are tax-free. This structure brings an important tax-efficient…
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What is Diversification and Why It Matters

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Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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