Smart Planning
Are your common stock holdings positioned to capture the lion’s share of that return over the next 10 or 20 years?
Are your common stock holdings positioned to capture the lion’s share of that return over the next 10 or 20 years?
While it makes it easier for investors to buy bitcoin in their portfolios, not all financial institutions are offering it on their trading platforms. Is there a place in your portfolio for a bitcoin ETF?
By keeping your portfolio simple, you then have time to focus on the planning issues (that aren’t always so simple) that will have a meaningful impact on your financial and emotional well-being.
Refocus your efforts on the factors that will most likely have the greatest impact on your wealth – personal inflation rates, taxes, and spending habits.
Coffeehouse Investors take a common-sense approach to owning the current batch of Magnificent 7, and a strategy to also own the next decade’s Magnificent 7.
Managing your income stream in retirement, including Social Security, any pensions, and especially your RMD, is essential for both the sustainability of your portfolio as well as its returns.