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Investments
An investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio.
Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
Mar 25, 20214 min read
Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
Peter Newman, CFA®
Mar 18, 20214 min read
Grow Wealthy with Compounded Returns
During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFA®
Mar 11, 20215 min read
Invest in Your Story: 7 Accounts to Optimize Saving
A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFA®
Mar 4, 20214 min read
Health as an Investment
Start simple but be consistent.
Peter Newman, CFA®
Feb 18, 20217 min read
Silver Lining for your IRA: Roth Conversion
If your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.
Peter Newman, CFA®
Dec 17, 20203 min read
7 Signs It’s Time To Find A New Financial Advisor
Determine when the right time is for you to find a new financial advisor.
Peter Newman, CFA®
Nov 26, 20206 min read
6 Interview Questions for Your Financial Advisor
What is most important is the advisor brings you peace of mind and confidence in their ability to manage your wealth.
Peter Newman, CFA®
Nov 19, 20203 min read
6 Scenarios Where You May Need an Investment Expert
Check out these examples where an investment advisor will be able to work with you to identify your best financial moves.
Peter Newman, CFA®
Nov 12, 20204 min read
5 Scenarios Where You May Need A Financial Advisor
Save time and boost confidence in your wealth preservation strategy by hiring a financial advisor.
Peter Newman, CFA®
Nov 5, 20203 min read
One Stock Made You Rich? Preserve Wealth by Diversifying
Should you leave your wealth concentrated in the single stock that made you rich? The general answer is No. Let me explain.
Peter Newman, CFA®
Oct 15, 20205 min read
Thinking of withdrawing your 401K? Don’t.
Withdrawing from your 401k should be a last resort.
Peter Newman, CFA®
Oct 8, 20207 min read
Your 401K: 11 Important Questions Answered
I’ve answered 11 typical questions received from inquisitive readers, and am sharing these insights with you.
Peter Newman, CFA®
Sep 10, 20206 min read
Does Your Retirement Include Guaranteed Income Streams?
For retirement planning purposes you should consider allocating the funds from guaranteed income streams to meet your basic needs.
Peter Newman, CFA®
Sep 3, 20205 min read
Demystifying the Diversification of your ESOP Holdings
Decisive actions you take today could make the greatest impact on your financial future.
Peter Newman, CFA®
Aug 13, 20206 min read
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