Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income. What is a Roth 401(k)? A Roth 401(k) is … [Read more...]
Windward Tax Bulletin: The Roth 401(k)
Windward Passages: Six Ideas From A World-Famous Investor
One of our favorite investors is Benjamin Graham (1894-1976). Ben was a Columbia University professor and lifelong friend, and teacher of Warren Buffett. After college, Warren worked for two years at Ben Graham’s firm, Graham-Newman. Warren’s son is even named “Howard Graham Buffett.” Ben is … [Read more...]
How to Invest Sensibly In Uncertain Times
Over the last few weeks we’ve been discussing bull markets. Particularly, how different investors react to them and why it is so hard to predict when they will end. The market has been on a pretty good run over the last 8 or so years. We know this has to end, but we don’t know when. So how … [Read more...]
Why is it impossible to predict when a bear market will begin?
The market has risen or been relatively flat every year since 2009. When will this end? When will the next bear market begin? Unfortunately these questions are nearly impossible to answer. Even more unfortunate, billions of dollars are lost each year by individual investors trying to guess the … [Read more...]
How should I invest in a bull market?
If you have been paying attention to financial markets for the past eight years you may have noticed that we are in a bull market. You may be wondering what you should do. If so, you are in the right place. There are three types of investors when it comes to a bull market: Overly confident … [Read more...]