2018 was a rollercoaster of a year that showed why timing the market is a horrible strategy.

I hope you didn’t panic out and sell during last year’s holiday correction.  The first quarter of 2019 was the best start for a 60/40 balanced portfolio since 1991.  The last 6 months should be enough to teach you not to try and time the market or invest emotionally. Instead, simply rebalance your portfolio when things feel a bit toppy and buy when the fear is high. Other topics include:

• Looking for signs of inflation
• How to tackle debt
• When is it a bad idea to rollover your old 401k to an IRA?
• Pet trusts and digital assets in estate planning
• What more can you do with your savings?
• Hiring a third party fiduciary as an executor or trustee
• Net Unrealized Appreciation and 401k rollovers

 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.