Resource Type Blog (250) Guide (4) Podcast (60) Topic Retirement Planning (30) IRA (4) Economy (21) Financial Planning (12) Income Planning (2) Legacy Planning (8) Wealth Advisor (2) Investment Planning (3) Tax Planning (2) Weekly Economic Update (173) RetireReady Podcast (9) RetireReady Radio (51) Author David Nicholas (9) Sort By Recent A - Z Z - A Results 289–300 of 314 blog Nov 2020 2021 Limits for IRAs, 401(k)s and More Provided by David Nicholas November 18, 2020 Numbers to know for the new year. On October 26, the Treasury… Read More blog Nov 2020 Weekly Economic Update: COVID-19 Vaccine Spurs, Market Rallies Presented by David Nicholas November 16, 2020 Weekly Market Update In this week’s recap: A COVID-19 vaccine spurs a… Read More blog Nov 2020 Election 2020: Biden's Policy Initiatives Potential proposals and their legislative requirements. Now that several major news groups have projected Joe Biden the winner of the… Read More blog Jun 2020 The Federal Reserve’s Unprecedented Moves What they are and how they help. Provided by David Nicholas. In response to the COVID-19 pandemic, almost every state in America is… Read More blog Apr 2020 Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Key Provisions of the CARES Act Recently, the… Read More blog Jan 2020 Losses hurt you more One of the most important retirement concepts to understand is that loss of principal overshadows gains. Protecting a portion of your retirement… Read More blog Jul 2019 The Case for Active Management In the last two decades, investors have debated for the merits of both passive and active portfolio management. Both styles of asset management… Read More blog Jul 2019 Impact of The SECURE Act With all the political turmoil and intensity going on in Washington D.C, you may be surprised to find that there is a bipartisan retirement… Read More blog Jun 2019 Bonds vs REIT Traditionally most investors like to split their portfolio into stocks and bonds and balance based on their risk preference. Bonds are less volatile… Read More blog May 2019 How Will the Trade War Affect my Retirement? Three weeks ago it seemed like the world’s two largest economies were getting closer to achieving a deal to end the trade war. However, an increase… Read More blog May 2019 Why you should consider Dividends as a source of retirement income As a shareholder, there are two main ways that your investment brings a return. The first, and most widely recognized, occurs when the firm you have… Read More blog Jun 2017 Wealth Management vs. Retirement Planning – What's the Difference? The financial industry has many different types of advisors and sometimes it can be hard to tell them apart. One common question is what is the… Read More Load More Results 1-300 of 314