It may not be good to have all your eggs in an annuity basket. Or even a majority of your eggs, financially speaking. Fundamentally, an annuity contract means handing over your money to an insurer. In turn, the insurer pays…
How can you plan to do it? What kind of financial commitment will it take? How many of us will retire with $1 million or more in savings? More of us ought to – in fact, more of us may…
A look at some popular & obscure options for receiving money with little or no tax. Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of…
Written By George Damasco, Investment Advisor at MPM Wealth Advisors When dealing with the loss of a loved one, you’re often times tasked with managing their assets. One common asset is their Individual Retirement Account (IRA). An Inherited IRA is left…
Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in…
Written by Marge Mittendorf, VP of Client Services, MPM Wealth Advisors I have worked as an executive assistant at MPM since 1996. I’m responsible for providing support to our clients. Throughout my many years of…
Written by Jim Parker, Vice President DFA Australia Limited, March 2015 In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go…
When the media raises the subject of beating the market through astute stock picking, the name Warren Buffett is usually cited. But what does this legendary investor actually say about the smart way to invest? Buffett is considered to have…
Just like the Beatles greatest hits, the fundamentals of investing stand the test of time and remain relevant long after they were initially composed. MPM Wealth Advisors values simplicity, so if the investing world today makes you want to yell…
A registered investment advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients, many of whom are affluent. This article discusses why an independent RIA may be a good choice for an investor. CharlesSchwab_The Right…
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