by Kenneth Weiss, CFP® | Feb 24, 2019 | Investing
In a previous article, I discussed the cost of waiting to invest for retirement. Once you made the decision to invest, it is important to decide on an investment strategy. Two common investment strategies are called “buy and hold” and “market timing”. A buy and...
by Kenneth Weiss, CFP® | Feb 17, 2019 | Investing
The most popular investing question people ask me is how much they should invest. Assuming it makes sense for their financial situation, I usually encourage them to invest as much as they can. A common follow-up question they ask is what type of account they should...
by Kenneth Weiss, CFP® | Feb 3, 2019 | Investing, Retirement Planning
Do you have high-deductible health insurance plan through work or a non-government policy you purchased yourself? If so, you might have access to a great a great retirement account you never heard of. It is called a Health Savings Account (HSA) and it is a hidden gem...
by Kenneth Weiss, CFP® | Jan 20, 2019 | Investing
In the first article of this series, I went over the differences between active and passive mutual funds. In the second part, I talked about how fees play a role in this debate and why it may not matter that much in the future. In the third part, I discussed the pros...
by Kenneth Weiss, CFP® | Jan 13, 2019 | Investing, Taxes
I am sure you have heard about the benefits of diversification when it comes to your investment portfolio. You know the expression, “don’t put all your eggs in one basket.” Conventional wisdom recommends diversifying investment holdings across asset classes in order...
by Kenneth Weiss, CFP® | Jan 6, 2019 | Investing
In the last article in this series, I went over how fees play a role in the active versus passive debate. Based on experience, I believe many novice investors only consider fees when choosing an investment. Therefore, I think there is a skewed perception on the...
