Posts by Doug Frawley, CFP®, CPA
5 Unhealthy Financial Habits That Can Wreck Your Portfolio
Avoiding these poor financial behaviors can bring a healthier and more successful investment journey.
Read MoreQ2 Market Review and Outlook 2024
Q2 presented a landscape of cautious optimism, strong performances, easing inflation, and an evolving Federal Reserve policy. Let’s dive in…
Read MoreThe Top 5 Mistakes Investors Make When Approaching Retirement
Avoiding these common mistakes can help you secure a financially stable and comfortable retirement.
Read MoreThe Infamous Dalbar Study: The Cost of Human Emotion in Investment Returns
A sobering look at how individual investors often underperform due to poor timing and behavioral biases.
Read MoreMastering Asset Allocation: The Key to Long-Term Growth
How the asset allocation balancing between equities (stocks) and fixed income (bonds) can significantly influence your wealth accumulation over time.
Read MoreNavigating Market Volatility: 5 Strategies for Turbulent Times
While market volatility can be unsettling, it also presents opportunities for the well-prepared investor.
Read MoreRoth Conversions: Strategic Planning for Tax-Efficient Retirement Savings
Roth conversions can offer significant retirement tax savings and financial flexibility to savvy investors.
Read MoreTriple-Tax Benefits with Healthcare’s Money-Saving Option: Health Savings Accounts (HSA)
Take advantage of triple-tax benefits by leveraging Health Savings Accounts (HSA) – an increasingly popular option in healthcare.
Read MoreStocks surged in Q1… here’s what we’re seeing in Q2
The stock market witnessed significant gains in Q1, but will this continue into Q2?
Read More5 Tips for Investing During a Presidential Election Year
Since 1952, whenever the incumbent president has sought a second term, the S&P 500 has never once declined. Will this trend continue?
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