Q2 Quarterly Recap
In the latest quarterly recap from Decision Investments, John provides a comprehensive analysis of the current economic landscape and its implications for his clients investments. The Q2 recap highlights the resilience of markets amidst high inflation and interest rates, the performance concentration in AI-focused companies, and the notable lack of market volatility. John emphasizes the […]
The Pitfalls of Investing in Age-Based Portfolios: A Critical Examination for 401(k) Holders
As individuals navigate the complex world of retirement planning, one popular option that often surfaces is the age-based portfolio, particularly within the realm of 401(k) investments. Designed to adjust asset allocations based on an individual’s age, these portfolios aim to strike a balance between risk and reward as retirement approaches. While age-based portfolios hold appeal […]
Tax-Free Growth Roth IRA Contributions for High-Income Individuals
There is a simple strategy for making annual contributions into the tax-free Roth IRA for individuals with Modified Adjusted Gross Income (MAGI) over the full phase-out threshold limit of $146,000 for single and $230,000 for married tax filers in 2024. The maximum annual contribution level for each working person and their spouse is $7,000 for […]
Dividend Stocks Offer Significant Benefits
The Enhanced Dividend Portfolio at Decision Investments Targets an Annual 6% Tax-Advantaged Yield Plus Long-term Appreciation High & Growing Income With a well-managed portfolio of dividend stocks, we can earn a higher income than investing in high-grade government bonds, bank CDs, or money market funds. As interest rates for risk-free fixed income have likely peaked […]
