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  • The Best Portfolio Tracker Combines Tracking with Retirement Planning

    by
    Doug Carey, CFA
    President
    WealthTrace
    Good portfolio tracking software should also show you the fees you pay for funds you own, performance history, historical balances, and historical transactions across accounts.
    Full story
  • Asset Allocation By Age: Be Wary Using Rules of Thumb

    by
    Mike Porter
    Director of Client Services
    WealthTrace

    Be careful using rules of thumb for your asset allocation. Dialing down your exposure to stock market volatility as you get older still makes sense, but possibly not to the degree you expect.
    Full story
  • Why You Should be Using Retirement Planning Software

    by
    Doug Carey, CFA
    President
    WealthTrace
    Planning for retirement is one of those things that many people put off. Usually these are the same people that put off going to the doctor hoping that everything will be just fine. But this is a bad strategy, especially since planning for retirement is easier than ever!
    Full story
  • When You Should Have an Aggressive 401(k) Allocation

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    To the degree you can stand it, you should usually be as aggressive as possible with your 401(k) allocation, and your investments generally. The longer your time horizon to use the money, the more aggressive you should be.
    Full story
  • Early Retirement Tax Planning

    by
    Doug Carey, CFA
    President
    WealthTrace
    There is still almost no way to avoid taxes in retirement. Early retirement tax planning can certainly help, but be prepared to pay at least some taxes in retirement
    Full story