Posts by admin

Impact of The SECURE Act

With all the political turmoil and intensity going on in Washington D.C, you may be surprised to find that there is a bipartisan retirement reform bill underway. The bill passed the House overwhelmingly and is on the way to the senate and it is expected to receive support from both sides of the aisle and…

Read More

The Case for Active Management

In the last two decades, investors have debated for the merits of both passive and active portfolio management. Both styles of asset management have their benefits and drawbacks; however, recently more and more investors have turned to a passive management style due to fee concerns and risk concerns as well. In order to examine the…

Read More

Bonds vs REIT

Traditionally most investors like to split their portfolio into stocks and bonds and balance based on their risk preference. Bonds are less volatile than equities so investors tend to buy more bonds when they are not confident the market will do well. The inverse also applies, when investors believe the market will do well they…

Read More

How Will the Trade War Affect my Retirement?

Three weeks ago it seemed like the world’s two largest economies were getting closer to achieving a deal to end the trade war. However, an increase in tariffs on 200B US dollars in Chinese goods created new tensions in the negotiations. In order to unpack how this will affect your portfolio, the market, and the…

Read More

Why you should consider Dividends as a source of retirement income

As a shareholder, there are two main ways that your investment brings a return. The first, and most widely recognized, occurs when the firm you have invested in grows and its share price increases to reflect that growth. The second way to get a return comes through dividends! Dividends are paid out on a per…

Read More

Why a Guaranteed Insurance Contract Should Be Part of Your Portfolio

Investing isn’t easy in these uncertain times. The market crash of 2008 wiped out years of savings and unfortunately no one knows when the next market downturn will hit. A guaranteed insurance contract (GIC) can protect your life savings against these losses. What Are Guaranteed Insurance Contracts? They give you a way to grow your…

Read More

The Top 4 Annuities Myths That Get People in Trouble

The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths floating around that can get in the way of making an informed decision. To help straighten everything out, we’re looking at the most common myths and why they are wrong.…

Read More

What Are the Top 5 Goals for Planning Retirement?

Retirement is often referred to as “the golden years,” and with good reason. After a long, dedicated career, now’s the time to finally catch up on all your lifelong goals. So just what are American workers planning on doing when they get there? To help you with planning retirement, we’ve taken a look at the…

Read More

How to Save for Retirement in Your 20s

If you’re in your 20s, is it too early to start saving for retirement? The answer is a resounding “no.” Retirement might be decades away, but the sooner you start planning and saving for it, the better off you’ll be. Think of it this way: If you start saving $4,682 per year at age 25, and…

Read More

5 Great Books for Retirement Planning

A wealth of information is available to retirement planners of all ages. Whether you’re quickly approaching retirement or have just started your career, you can learn more about your retirement options by speaking with a wealth manager and by reading books. Over the years, there have been many informative and engaging books published on the topic of…

Read More

Securities offered through World Equity Group, Inc., member FINRA and SIPC.

Investment Advisory Services offered through… BluePath Capital Management, LLC and Triumph Wealth Advisors

Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities, and are not owned or controlled by World Equity Group, Inc.