Golf and Investing: Managing Your Emotions On and Off the Course

Author: Patrick Melvin Jr.

Patrick D. Melvin Jr., is a Wealth Manager at Independence Advisors, LLC. Pat models client’s financial plans and works with the firm’s clients on financial planning areas such as retirement planning, investment planning and estate planning. CLICK HERE TO ASK PAT.

February 24, 2016  |  

Think You Can’t Contribute to a Roth? Think again: Advantages of a 401(k) Roth Option

Key Takeaways The Roth option in 401(k) retirement plans eliminate IRS income limits applied to Roth IRAs. Participants in plans offering the Roth 401(k) option can split their contributions between both traditional and Roth accounts–thus, building two buckets of money to fund their nest egg. There are no income limits for Roth 401(k) accounts, and […]

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January 21, 2016  |  

New Year…..Same Investment Principles

Key Takeaways: At the start of every year, you can count on news outlets, economists and fund managers bombarding us with varying opinions about the direction of the market. The only certainty for the market in 2016 is that it will be different from 2015. A disciplined, cost-sensitive, broadly diversified investment strategy creates a portfolio […]

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