by Fullerton FP | Nov 20, 2021 | Blog
What happens to your stocks and bonds after your death depends on the provisions you’ve established. If there’s a joint owner of your investment assets, the stocks and bonds will immediately become solely their assets when you pass away. This is also true for real...
by Fullerton FP | Nov 13, 2021 | Blog
Experts suggest more than 50 percent of U.S. households have some investments in stock. In 2020, an estimated 41 percent of the nation’s workers had access to a retirement savings plan through their employer or a union. However, access to an asset...
by Fullerton FP | Nov 11, 2021 | Blog
Stocks, or equities, are little slivers of a company. When you buy a stock, you’re technically become a part owner in that business. As the valuation of the business increases so does the value of your share. You can trade that share to someone else or buy more...
by Fullerton FP | Nov 10, 2021 | Blog
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by Fullerton FP | Nov 6, 2021 | Blog
Gold can be a divisive topic when it comes to asset discussions. Some would argue gold is an ideal inflation-adjusted asset since its price movements have historically been inverse to the value of the dollar. A segment of investors also like gold as a hedge against...
by Fullerton FP | Oct 29, 2021 | Blog
While the looming threat of extreme weather remains ominous, the transition to net-zero offers significant investment opportunities. Scientists attribute extreme weather events all over the world to a global warming trend. Since the late 19th century, the average...
by Fullerton FP | Oct 16, 2021 | Blog
Can you live off dividends in retirement? That really depends on the scale of your dividends and the lifestyle you’re attempting to maintain. There are certainly some retirees whose investment portfolios are robust enough that their lifestyles are financed solely or...
by Fullerton FP | Oct 15, 2021 | Blog
Does your retirement plan have any of these blind spots? You’re probably familiar with blind spots when driving. You might be trying to change lanes and then you hear a loud horn and realize there’s a car right there in your blind spot. It’s a...
by Fullerton FP | Oct 15, 2021 | Blog
Most savers are contributing pre-tax dollars to their traditional IRA. A Roth IRA lets you contribute post-tax dollars. A person who leaves their job can roll their employer-sponsored 401(k) into a rollover IRA without paying taxes on the funds. Why Do You Have to...
by Fullerton FP | Sep 22, 2021 | Blog
Planning for retirement is a lot like a race, and the final lap could be the most critical. Planning for retirement is a lot like a race. And, if you’re a fan of motorsports, you know the final lap can sometimes be the most critical. Races have been won and...
