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  • Is Your Retirement Portfolio Ready For Inflation?

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    Inflation can be detrimental--even destructive--to a retirement plan. You don't have to look too far these days for signs of inflation. Beef prices are up more than 12% over the last year, while pork and chicken are up in the high single digits.
    Full story
  • Should You Play the GameStop Game?

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    We've got nothing to add to the GameStop saga--what happened and why, its David-vs-Goliath narrative (only half true), what more should be done to protect individual investors from themselves (if anything).
    Full story
  • Choosing Which Investments To Use First

    by
    Mike Porter
    Head of Customer Support
    WealthTrace
    You have choices to make about how you want to spend down retirement money. Once you stop working, which accounts do you want to use up first? Or does it make sense to spread it around, taking from multiple accounts at a time?
    Full story
  • Should You Pay Off Your Mortgage, Refi, Or Do Nothing?

    by
    Mike Porter
    Head Of Customer Support
    WealthTrace
    Low interest rates cut both ways. If you're an investor in search of income, bonds probably haven't been doing much for you in recent years, forcing you to look elsewhere.
    Full story
  • Which Asset Allocation Is Right For You?

    by
    Doug Carey, CFA
    President
    WealthTrace
    Taking too much risk in retirement can lead to major problems when the market has a severe downturn. Not taking enough risk when young means leaving a lot of money on the table.
    Full story