Since the stock market crash of 2008-2009, interest rates, especially the 10-year Treasury, have stayed historically low. Last quarter, the 10-year Treasury saw its largest rise since the end of 2013, halting a streak of five consecutive quarters of falling yields.
A couple weeks ago, a client in Oakland emailed me an article from Money Magazine titled: 4 Disastrous Retirement Mistakes and How to Avoid Them.
The premise of this must read article for anyone getting close to retirement and wanting to rollover their IRA is to see past the hype being touting by many a financial salesperson masquerading as an advisor, but really only concerned with their commission payout and not your financial wellness and security.
When was the last time you reevaluated your personal financial goals? Did you set initial goals when you were in your 20’s and haven’t looked back since?
If you’re a boomer, perhaps you’ll remember Hasbro’s famous “The Game of LIFE”? The Game of Life challenges players to manage their money and get to retirement wealthy. Different spaces on the game board offer life challenges like babies, houses, night school, you name it. Spin to win!
Should you include international stocks in your investment portfolio? If yes, how much? If no, why not?
