Weekend Review

Weekend Review March 7, 2021

Favorite Articles/Podcasts

  • Nick Maggiulli: Being Honest About Your Investment Performance “The only thing that matters is whether your portfolio is providing enough growth to meet your future financial needs. If you are unable to meet your financial needs with your current returns then, yes, underperformance feels terrible. However, your absolute performance is what you should care about. As I have written previously:”
  • TJ van Gerven, CFP® : Four Tax Planning Tips For 2021 “Regardless of your current income tax bracket, it’s a great idea to plan for tax flexibility in retirement by having a “bucket” of tax-free money via Roth accounts (IRA, 401k). With income tax brackets on “sale” for 2021, it could make sense to fill up your marginal bracket by converting pre-tax money. Especially for married couples who file jointly, the current compressed rates could be even more advantageous. If you’re considering Roth Conversion strategies, you’ll want to make sure you have the cash on hand to pay any tax liability comfortably.

RLS Weekend Review

Each week my colleague, Justin Castelli, breaks down the headlines that may be impacting your financial plan. Will be back next week.

Workout of the Week

Incline DB Bench Press20, 16, 12, 8 drop set
Seated DB Shoulder Press20, 16, 12, 8 drop set
Cable Flies
Upright Rows
4 x 15
Lateral Raise Pyramids3 x 3 drop sets each set
Dips4 x Max
Overhead Rope Tricep Curls 3 x 20 drop set on last set