by cleversupport | Nov 21, 2016 | Uncategorized
So prior to November 8, the conventional wisdom went something like this: Donald Trump has next to no chance of winning the highest political office on planet earth. But, IF the unthinkable were to happen and Trump actually won, then the market would crater similar to...
by cleversupport | Dec 11, 2015 | Uncategorized
Certainly the usual rule for most of us is to “delay paying taxes as long as possible.” However, I would argue that this is the month that many investors should consider violating that rule so that they can lock in tax-free growth forever. If you have a traditional...
by cleversupport | Dec 4, 2015 | Uncategorized
At Woodard and Company, we often get questions about how to get an income stream that keeps up with inflation. U.S. Treasuries offer the security of a guaranteed income stream, but not an inflation adjustment. Once the investor locks in a ten-year Treasury at the...
by cleversupport | Nov 24, 2015 | Uncategorized
Anyone that has worked with Woodard & Company over the years will know that as a courtesy we will review client retirement plans and offer our thoughts and recommendations. Part of this review requires that we take a look at the individual investment options in...
by cleversupport | Oct 16, 2015 | Uncategorized
It looks like a good time to be a buyer of equities. They certainly have been on sale in recent weeks. The third quarter was a rough quarter for stocks. The S&P 500 dropped 6.9%, European Stocks fell 8.8%, and China plunged 28.6%, while Emerging Markets as a whole...
by cleversupport | Sep 29, 2015 | Uncategorized
Would you like to make up to 25 percent of your IRA portfolio risk-free? Are you and/or your spouse in good health and do you expect to live into your late 80s or 90s? Do you not need your IRA required minimum distributions (RMDs) to maintain your lifestyle? Do you...
