Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.

This Week’s IRS Announcement & A Different Approach to Maximizing IRA Contributions

By: Andrew James (AJ) Flores, CFP®

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Start Making Plan for Travel Now

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year.

Those shots have also inspired a sharp rise in travel bookings among folks who are hoping it will finally be safe to jump on an airplane and lounge at a luxury hotel in the spring or summer of 2021.

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You Only Live Once, So Plan Well

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right about their investment strategy.

It’s true that “you only live once,” and you need to make the most of the financial opportunities available to you. But that’s exactly why we prefer measured, long-term financial planning to short-term speculation.

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Following Evidence, Not Trends

Understanding how market prices are determined can help investors stick to a long-term investment approach based in empirical evidence as opposed to following the latest trend on social media or the mainstream news. Click here to read this short article from Dimensional Fund Advisors that reminds us of the futility of trying to outguess the markets and why we should “scroll past the news on stock price spikes”. Dimensional Fund Advisors also published an additional article regarding the activity surrounding GameStop and the importance of retaining portfolio trading flexibility, which you can view by clicking here.

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2020 – A Nod to the Disciplined Investor

I think we can all agree that there are a lot of things we won’t miss about 2020. It was just the year that kept on giving (hoping you are sensing some sarcasm here). Despite the ups and downs, we want to give a nod to the disciplined investor for staying the course, sticking to your plan, and allowing markets to work for you in good times and bad. Click here to read an article from Dimensional Fund Advisors reflecting upon the events of 2020 and just how the disciplined investor benefited from such a tumultuous year in the markets.

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