November 2016

Rollovers Series - should I or should I not roll-over?

Submitted by Gerstemeier Financial Group, LLC on November 25th, 2016

When you change jobs, everything you need to take with you can usually be packed neatly into a couple boxes for your move - everything except your employer-sponsored retirement plan. Of course, you will likely enroll in your new employer’s retirement plan, but the decision as to what to do with your existing 401k plan may not be all that clear. As with anyone who leaves an emp

How to Create Order out of Chaos with Your Financial Records

Submitted by Gerstemeier Financial Group, LLC on November 25th, 2016

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long.

Self-Attribution Bias Clouds Investor Reality

Submitted by Gerstemeier Financial Group, LLC on November 18th, 2016

Some, stockbrokers, stock analysts, investment gurus and individual investors will have you believe that investing is an art, requiring nuanced skill and timing based on information that only they possess. So, it’s not surprising they are very quick to attribute any successes they have to their individual abilities.

The election is over...now what?

Submitted by Gerstemeier Financial Group, LLC on November 17th, 2016

Brian Wesbury, the Chief Economist from First Trust Portfolios, had an interesting article this week about what to expect as a result of the election. You can read it by going to this link: Revolution.

Warren Buffet Retirement Planning Rules: What Would Warren Buffet Do?

Submitted by Gerstemeier Financial Group, LLC on November 4th, 2016

Everyone can learn some valuable lessons from Warren Buffet, arguably the most successful investor of all time. Buffet has two strict rules about investing that anyone would find, well, frustratingly simplistic.

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

Submitted by Gerstemeier Financial Group, LLC on November 3rd, 2016

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

Why You Need an Investment Coach

Submitted by Gerstemeier Financial Group, LLC on November 1st, 2016

If you believe some of the world’s greatest investors, such as Benjamin Graham and Warren Buffet, it’s not investments that cause people to lose money; rather, it’s people who cause people to lose their money. What is meant by that is investing with sound principles and intelligent practices will always have a greater likelihood of success.

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