Dashboard Wealth Advisors "Our Thoughts"

Modern Portfolio Theory…It Still Works

The S&P 500 had another good year in 2016. However, almost every investor is asking themselves, and their advisors, “Why isn’t my portfolio up like the market”. Well, the answer to that question actually lies within the question itself. First of all, right or wrong, most investors are now defining the “Market” as simply large cap domestic stocks (S&P 500). Secondly, most investors and their advisors have assembled a portfolio, and this, by definition, is diversified among numerous asset classes, not focused solely on large cap domestic stocks.
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Roth Thoughts

Retirees face the challenge of replacing their working income with a combination of pension and Social Security income combined with the cash-flow derived from their various other investments. At Dashboard Wealth Advisors, our team of professionals break assets down into three basic categories: Pre-Tax, Post-Tax, and No-Tax.
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Blog Archive

Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. As federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision. The information contained in this report does not purport to be a complete description of the developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice.

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