Submitted by Colburn Wealth Management, LLC on July 16th, 2015
The first 6 plus months of the year has been interesting with various phases of the Greek/EU crisis, the Fed STILL continuing to project an interest rate increase, China stock market run-up and subsequent correction, the New York Stock Exchange outage and various other disruptions. Investment returns have been below average for the major indexes, but continue to be less volatile than what
Submitted by Colburn Wealth Management, LLC on July 13th, 2015
This is one of the central questions confronting investors putting together their portfolios, yet there seems to be no consensus. Some experts argue for highly globalized portfolios, with allocations to foreign and U.S. stocks and bonds mirroring their market values.
Submitted by Colburn Wealth Management, LLC on July 7th, 2015
The standard sequence for a tax-efficient portfolio drawdown is required minimum distributions first. Taxable accounts next, followed by Traditional IRAs and 401(k)s. Roth IRAs and 401(k)s last.
Submitted by Colburn Wealth Management, LLC on July 1st, 2015
Dan Colburn can be reached at 740-831-4004 or dan@colburnwm.com
Submitted by Colburn Wealth Management, LLC on June 23rd, 2015
The latest report from CoreLogic showed that home prices continued to rise at a much faster pace than previously expected, growing 2.0% in March. On a year-over-year basis, the growth stood at 5.9%, the fastest pace since last July. CoreLogic predicts that prices will rise 0.8% in April, and that the year-over-year growth will tick down to 5.4%.
Submitted by Colburn Wealth Management, LLC on June 14th, 2015
Submitted by Colburn Wealth Management, LLC on June 9th, 2015
With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.
Submitted by Colburn Wealth Management, LLC on May 26th, 2015
Tax-sheltered savings vehicles offer tax-deferred compounding, meaning investors won't pay any taxes on a year-to-year basis as long as they don't withdraw any assets. And depending on the vehicle, they may also receive a tax break on contributions and/or withdrawals, too. Those tax breaks can help enhance take-home return.
Submitted by Colburn Wealth Management, LLC on May 18th, 2015
Fund-flow data can be a useful for analyzing where investor money is going and how fund-flow trends are correlated with asset-class performance. Between 1994 and 2001, equity flows were higher than bond flows, but all that changed after the dot-com crash when investors started losing confidence in stocks.
Submitted by Colburn Wealth Management, LLC on May 15th, 2015
These are not direct quotes, but our best effort at taking notes during the Q&A portion of the annual meeting we attended.
