Retirement Portfolio Partners

Moving Day

I AM MOVING!!!! — Retirement Portfolio Partners I am moving and by that I mean my office location. This might come as a shock to most of you considering in my last monthly memo I mentioned I had just signed a new lease to stay in my current office. Well if you think you are shocked you can't imagine how I feel. A little background. My lease at 1

Inflation has skyrocketed this year and has jumped to a 40 year high of 8.6% as of June 2022. But inflation-protected bond funds racked up losses, TIPS down almost 8% this year, so what gives?

Why Are Your TIPS (Treasury Inflation-Protected Bonds) Losing Money — Retirement Portfolio Partners

As you may not know, the new DOL Fiduciary rule goes into effect on January 31st. The new rule imposes a fiduciary standard when recommending a rollover of qualified funds (including IRAs, 401ks, and 403bs) to a new retirement account, including IRA to IRA transfers. As a CERTIFIED FINANCIAL PLANNER™, I already act as fiduciary for all of my clients.

Fiduciary vs Suitability — Retirement Portfolio Partners As you may not know, the new DOL Fiduciary rule goes into effect on January 31st. The new rule imposes a fiduciary standard when recommending a rollover of qualified funds (including IRAs, 401ks, and 403bs) to a new retirement account, including IRA to IRA transfers. As a CFP financial planner , I