Investing

How Your Retirement Asset Allocation Could Cost You Unnecessary Taxes

by Bill Lethemon | Jan 23, 2019 | Best of..., Financial Planning, Investing, Retirement Planning, Video

Do you know how the different types investments you own impact your income taxes? Short term capital gains, long term capital gains, Interest income, distributions from retirement accounts. Each has its own unique set of taxes rates and rules. In this video I break it...

Tactical Vs. Strategic Asset Allocation

by Bill Lethemon | Jul 18, 2018 | Best of..., Financial Planning, Investing, Retirement Planning, Video

In today’s Blog I’m going to be talking about Tactical Asset Allocation versus Strategic Asset Allocation. When you first look at these two terms, you might say, “What’s the difference”, and yes there is in fact, some very big differences between these two...

Active Vs. Passive Investments

by Bill Lethemon | Jun 26, 2017 | Financial Planning, Investing, Video

Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! Today’s vlog is is the third in my series about investor education. So, in the first part, I talked about mutual funds and,...

Like The S & P 500?

by Bill Lethemon | Jun 21, 2017 | Financial Planning, Investing, Video

Click The Button Below To Get Your FREE Copy of What Every Investor Should Know About Planning And Saving For Retirement Download Now! Like The S&P 500? This is the 2nd post in a short series that I’m doing all about investor education. So if you watched...