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GAMESTOP: FLEXIBLE TRADING > TRACKING AN INDEX
GME has had significant gains and losses over the past couple of months. How are we, disciplined and diversified investors, supposed to react to the GME mania? Are we able to take advantage of opportunities through flexible trading that traditional index funds cannot provide?
RETIREE STRATEGY MINUTE: TAX-EFFICIENT WITHDRAWALS AND ROTH CONVERSIONS
In this edition of “Retiree Strategy Minute”, we are briefly discussing tax-efficient withdrawal and Roth conversion strategies. These are powerful strategies to lower a retiree’s long-term tax burden and lower their vulnerability to future tax rates.
RETIREE STRATEGY MINUTE: SOCIAL SECURITY
When should I begin taking Social Security payments? What are the advantages of delaying Social Security payments until 67 or 70?
PERSPECTIVE ON PREMIUMS
Market premiums (also known as the risk factors) are characteristics of equities and fixed income that have historically provided higher returns. Most portfolios do not take advantage of market premiums because many investors cannot tolerate deviations from the “market”. But, they miss out on opportunities for higher returns.
Watch this 15-minute video to gain important historical perspective on these premiums and why they appear.
IS MONEY THE ROOT OF ALL EVIL?
In these times of social unrest, false ideologies take grip out of despondency. There has never been a more important time for education and patience. Your voice of logic and love could be the one thing that saves your family’s perceptions of the world from being corrupted.
What is your relationship with money at this point? How does it shape your perception of the world today?
MARKETS ARE AT ALL-TIME HIGHS: IS IT THE RIGHT TIME TO INVEST?
Headlines have been dominated by the S&P 500 reaching all-time highs. Does this mean that we should expect the market to go down from here? What should we do with excess cash? Is it still a good time to invest our savings? These questions are immensely important to answer.
Watch the 6 minute coaching webinar to fuel your cognitive brain, so that you don’t make investing decisions based on emotions and the media.
Presidio Financial is a registered investment advisor in Texas and Louisiana.
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