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The Viability of the Value Premium Part IV: Future Expectations

Submitted by Desmond Wealth Management, Inc. on September 28th, 2019

If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

 

Going Global

Tags:
  • Portfolio goals
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Dodge the 9 Top Elder Frauds

Submitted by Desmond Wealth Management, Inc. on September 22nd, 2019

You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement.

However, always be on guard! Criminals seek to trick you into willingly handing over your hard-earned savings.

We hope we have your attention.

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Roth IRA Versus Traditional IRA: Which Is Better for You?

Submitted by Desmond Wealth Management, Inc. on September 14th, 2019

Roth IRAs tend to get a lot of hype and for good reason. Because you pay the taxes up front, your eventual withdrawals (assuming you meet the age and holding-period requirements — more on these below) are completely tax-free.

Tags:
  • Retirement
  • Roth IRA
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The Viability of the Value Premium Part III: The Investor's Long Haul

Submitted by Desmond Wealth Management, Inc. on September 8th, 2019

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

Tags:
  • Portfolio goals
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What Are the Tax Advantages of Homeownership?

Submitted by Desmond Wealth Management, Inc. on August 31st, 2019

Housing is a big expense for everyone. The choice generally involves either renting or purchasing – and financing that purchase with a home loan. This article explores the tax benefits and drawbacks that individuals should consider when deciding whether to buy a home.

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Recent Market Volatility

Submitted by Desmond Wealth Management, Inc. on August 26th, 2019

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Tags:
  • Portfolio goals
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Myths & Facts About Social Security

Submitted by Desmond Wealth Management, Inc. on August 20th, 2019

Myth #1: Social Security will provide most of the income you need in retirement.

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

Tags:
  • Retirement
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The Viability of the Value Premium Part II: Historical Context

Submitted by Desmond Wealth Management, Inc. on August 11th, 2019

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

Tags:
  • Portfolio goals
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Tax Saving Tips for Your Business - Summer 2019

Submitted by Desmond Wealth Management, Inc. on August 3rd, 2019

PROVEN TAX REDUCTION STRATEGIES FOR SOLE PROPRIETORS

If you operate your business as a sole proprietorship, there are many strategies to reduce your taxes.

Let’s start with the following 10:

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Records Are Made to Be Broken

Submitted by Desmond Wealth Management, Inc. on August 1st, 2019

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.

Tags:
  • Portfolio goals
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