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Investor Behavior: Are You Suffering From These? | David Waldrop, CFP
http://www.theastuteadvisor.com/are-you-suffering-from-these-investor-behaviors
David Waldrop, CFP. David Waldrop, The Astute Advisor. Investor Behavior: Are You Suffering From These? David Waldrop, CFP. May 20, 2015. Investor Behavior: Are You Suffering From These? Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently on potential returns and trying to predict the future. I would argue that the biggest risk to investing success is investor behavior, not the investment. There is an old ...
theastuteadvisor.com
401k Sponsors: It's Time To Review Your Plan | David Waldrop, CFP
http://www.theastuteadvisor.com/401k-sponsors-its-time-to-review-your-plan
David Waldrop, CFP. David Waldrop, The Astute Advisor. 401k Sponsors: It’s Time To Review Your Plan. David Waldrop, CFP. March 19, 2015. Entrepreneurship and Small Business. Keeping things simple is a good way to start so limiting the review to investments and fees will keep the process manageable. How do the plan’s investments measure up? Becoming familiar with mutual fund operating costs. Funds should be compared over three, five, and ten year periods. The shorter the time period, the less reliable...
bootstrapcapital.net
Bootstrap Capital LLC - Bootstrap Capital Blog
http://www.bootstrapcapital.net/bootstrap-blog.html
Get the Big Financial Decisions Right by Optimizing Assets. I recommend focusing on the big financial issues: income, housing expenses, car expenses and other major costs in your life. Get the big things right, and the other puzzle pieces are much easier to fit together. If You Hate Financial Planning, Get Help. Ldquo;I hate running,” he said. Rdquo; I was at a loss that he couldn’t comprehend my passion. Ldquo;Because it’s boring … and hard.”. Investing Mistakes to Avoid When Markets get Rough. In El Do...
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Taxes Archives | David Waldrop, CFP
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David Waldrop, CFP. David Waldrop, The Astute Advisor. Roth 401(k) Plans: 5 Things You Need To Know. David Waldrop, CFP. November 24, 2015. The ability to save in a Roth 401(k) has been around since the Pension Protection Act of 2006. This act allowed businesses (plan sponsors) to offer employees the option to defer their after tax salary into an account that will allow for tax free withdrawals in retirement. This tax free concept for retirement plans was introduced a […]. 5 Steps To Understand Them.
theastuteadvisor.com
Entrepreneurship and Small Business Archives | David Waldrop, CFP
http://www.theastuteadvisor.com/category/entrepreneurship-and-small-business
David Waldrop, CFP. David Waldrop, The Astute Advisor. Archive Entrepreneurship and Small Business. 401k Sponsors: It’s Time To Review Your Plan. David Waldrop, CFP. March 19, 2015. Entrepreneurship and Small Business. Business Startups – Get Familiar With These Business Structures. David Waldrop, CFP. November 21, 2014. Entrepreneurship and Small Business. 8221; Joking aside, despite the challenges, I wouldn’t have it any other way. Many […]. David N. Waldrop, CFP. Let's connect on social media. May 24,...
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Personal Finance Archives | David Waldrop, CFP
http://www.theastuteadvisor.com/category/personal-finance
David Waldrop, CFP. David Waldrop, The Astute Advisor. David’s Personal Finance Roundup – July 2016. David Waldrop, CFP. July 15, 2016. When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Robo-Advisors Are Doomed […]. David Waldrop, CFP. When I ...
theastuteadvisor.com
Retirement Planning Archives | David Waldrop, CFP
http://www.theastuteadvisor.com/category/retirement-planning
David Waldrop, CFP. David Waldrop, The Astute Advisor. 403b Plans And What Teachers Need To Know. David Waldrop, CFP. April 19, 2016. Retirement Home Purchase: 4 Questions Answered. David Waldrop, CFP. April 6, 2016. CalSTRS Won’t Be Enough For Retirement. David Waldrop, CFP. March 15, 2016. CalSTRS won’t be enough for your retirement and I know that sounds harsh. While having a pension can bring a sense of comfort, teachers must resist this false sense of security. Relying on your teacher&...If you̵...
theastuteadvisor.com
401K's Archives | David Waldrop, CFP
http://www.theastuteadvisor.com/category/401ks
David Waldrop, CFP. David Waldrop, The Astute Advisor. Hewlett Packard 401k Plan – A Brief Review. David Waldrop, CFP. August 11, 2016. 401k plans are becoming the primary source for retirement savings for many Americans. But still, many retirement savers are in the dark. When it comes to the Hewlett Packard 401k plan, there are excellent resources available from human resources and the benefits team. But don’t stop there. Whether you are a current participant or a recently […]. David Waldrop, CFP. As we...
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Ask | David Waldrop, CFP
http://www.theastuteadvisor.com/ask-david-waldrop
David Waldrop, CFP. David Waldrop, The Astute Advisor. A question about your financial situation or investment portfolio? Take a moment to complete the form below and submit your private question directly to David! Your information will be kept completely private). E-mail has not been setup properly. Please add your contact e-mail! David N. Waldrop, CFP. Let's connect on social media. David’s Personal Finance Roundup – June 2016. June 17, 2016. IRA Beneficiary Designations – What You Need To Know. The op...
