by John | Feb 1, 2018 | Financial Education & Coaching, Investing, Personal Finance, Q and A |
Q. I’m a new investor. Should I factor in market caps or returns more heavily when deciding which companies to invest in? A. As a new investor, I’d recommend focusing on building a diversified, low-cost mutual fund (or ETF) portfolio. Picking stocks is...
by John | Jan 30, 2018 | Financial Education & Coaching, Investing, Personal Finance, Q and A |
Q. What are some good short-term investments with minimal risk for someone on active duty in the U.S. Marine Corps? I’m young and new to the world of investment. I am on active duty in the Marine Corps, and I’m interested in a short-term (around one year)...
by John | Jan 25, 2018 | Financial Education & Coaching, Investing, Personal Finance, Q and A |
Q. How do I begin to invest $10,000? I have $10,000 to invest in stocks. I am a beginner; how do I pick what stocks to invest in? A. Congratulations on being ready to invest! As a beginner, it’s important to recognize the things you can – and...
by John | Jan 18, 2018 | Financial Education & Coaching, Investing, Personal Finance, Q and A |
Q. I accidentally withdrew a large sum of money from my Roth account instead of my regular account: what can I do? My brokerage account has a regular account and a Roth account. I accidentally withdrew a large sum of money from my Roth account instead of my regular...
by John | Jan 16, 2018 | Financial Education & Coaching, Investing, Personal Finance, Q and A |
Q. Are annual distributions from a 401(k) plan an alternative to a SEPP (“substantially equal periodic payments”) plan? I will be 56 years old soon and I expect that my job position at my company will be eliminated in the next couple of months. As a...
