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  • 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
  • Renting Vs. Owning In Retirement

    by
    Mike Porter
    Head of Customer Support
    WealthTrace  
    Should you rent a home in retirement? Renting is not necessarily just throwing money down the drain. There's more to the decision than financial concerns, but those should be considered carefully.
    Full story
  • Market Timing Loses In The Long Run

    by
    Doug Carey, CFA
    President
    WealthTrace
    Hindsight may be telling us we should have sold in March. Don't listen.
    Full story
  • Market Volatility And Your Retirement Plan

    by
    Doug Carey, CFA
    President
    WealthTrace
    Markets are showing a pattern of extreme calm followed by periods of extreme volatility. The last 30 years of stock market performance do not appear to be normally distributed. It is very important to be able to run scenarios on severe market downturns to stress test your investments and retirement plan.
    Full story