3 min read
David DeWitt, CFP®: Oct 28, 2021
If given the opportunity, would you consider adding a dinosaur fossil to your investment portfolio? What about a prototype of the first Nike shoe released back in 1972?
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4 min read
David DeWitt, CFP®: Oct 26, 2021
There is no denying that inflation has been surging. While we don't know how long it will last, we see that it is very damaging to our cash. There...
5 min read
David DeWitt, CFP®: Oct 18, 2021
Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. They...
2 min read
David DeWitt, CFP®: Oct 7, 2021
The Build Back Better Act has gotten a lot of press for the intended means to pay for it – by raising taxes. These proposals include directly raising...
2 min read
David DeWitt, CFP®: Oct 4, 2021
IRAs were created in 1974 under the ERISA legislation that set minimum standards for company pension plans. They were conceived as a way for...
2 min read
David DeWitt, CFP®: Sep 30, 2021
Don’t panic. The S&P 500 is up 16% YTD. IT’s down less than 4% from recent highs at the time of this writing on 9/30/2021. Why did it seem like the...
2 min read
David DeWitt, CFP®: Sep 3, 2021
If you’ve found yourself worrying more about your retirement planning more over the last year, you’re not alone. Almost half (46%) of Americans are...
3 min read
David DeWitt, CFP®: Aug 23, 2021
The Roth IRA was designed to provide tax benefits, but it’s often viewed as primarily an investment tool for younger investors. This is because there...
3 min read
David DeWitt, CFP®: Aug 17, 2021
Everybody seems to be trying to figure out this equity market by looking at what happened in the past. And then every month, the market just blows...
3 min read
David DeWitt, CFP®: Aug 4, 2021
Retiring early requires disciplined saving and careful planning under the best macroeconomic and market scenarios. When you’re retiring into an...