If you are making a large purchase and considering taking a distribution from your 401k, consider taking a loan against your 401k. The main advantage is you can take the loan with incurring a distribution which would incur taxes and a penalty for those under 59 1/2.
Koyfin Stock Market Research
We utilize Koyfin.com for advanced research on stocks and overall market metrics. Koyfin is a brand new research tool geared towards sophisticated investors because it provides in-depth market metrics.
Seeking Alpha Crowd Sourced Investment Ideas
Seeking Alpha is a crowd sourcing investment idea website. Contributors publish their stock market research about individual stocks and they tend to provide a unique perspective that follows an investment thesis. You can occasionally see our Investment Advisors publish their ideas at Seekingalpha.com
Bloomberg News and Terminals
We occasionally use Bloomberg Terminals to conduct advanced market research. The Bloomberg Terminal is the most advanced research tool in the world, an annual subscription costs $24,000 per year. While this tool is out of reach for many, Bloomberg.com provides similar research and insights as conducted by their reporters and analysts.
Finviz.com is a free tool that allows investors to research both technical and fundamental metrics. We use Finviz to do market wide screens on fundamental metrics such as price/free cash flow, EV/EBITDA and other valuation metrics. Finviz also provides great technical screening metrics, even indicating which chart patterns are occurring in a specific stock.
The past few years in the market have been phenomenal and the market performance has changed client expectations in regards to what to expect when they retire. What I mean is don't expect record market returns in perpetuity and remember to manage risk. The stock...
The market tends to correct and sell off when a pandemic strikes such as coronavirus. Yet, this market continues to shrug everything off and rally despite any event playing out. It's hard to say how much further stocks will rally and we can only look at valuations...
Complacency, remember this word next correction or sell off. Valuations are "stretched" and I keep listening to respected market participants say the economic reality is diverging from company share prices. Yes, we may not enter a recession in 2020... I get it, things...
If you work a traditional job that offers a 401k plan, contribute the maximum amount of $19,500. You can never be over-prepared for retirement and by making maximum contributions during your younger years will secure your financial security from the unknowns. A big...
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