Retirement Accounts Archives - J.E. Wilson Advisors

Category: Retirement Accounts

Are You Asking the Right Questions?

Estimated Reading Time: 2 minutes Transitions between different phases of life often reveal more questions than answers. For high income earners, these transitions can be periods of opportunity but also present significant dangers if smart decisions aren’t made. What we…

Perfection Not Required

Estimated Reading Time: 2 minutes Among the benefits of having literally thousands of client interactions over the years is this…we have seen almost everything! From routine missteps to huge lifestyle altering lapses, we have witnessed these many times. Our purpose…

Seven Things Your Broker Won’t Ever Say

Estimated Reading Time: 1 minute Are you still using a stockbroker or insurance salesman (yea, I know…wealth manager)? Here are seven things you’ll never hear them say: 1. “Do you know that you can invest in the the same funds…

The Illusion of Solutions

Estimated Reading Time: 2 minutes So much time and energy are needlessly expended every day trying to intellectually solve what is not solvable. Investors and indeed most “advisors” accede to the illusion of solutions, best answers, and strategies that seek…

The Belief-Reactivity Hypothesis

Estimated Reading Time: 2 minutes The reason most Americans continue along a self destructive course towards financial disaster has nothing to do with investment returns. Yes, returns matter but they pale in comparison to what you believe, your internal operating…

Be Careful What You Believe; The Prison of Two Ideas

Estimated Reading Time: 2 minutes I recently came across a provocative article written by Greg Gutfeld titled “The Prison of Two Ideas”. While the article is mostly about political beliefs, the main theme carries over to the world of investing…

Risk and Return are Inseparable; Diversification is Essential

Estimated Reading Time: 2 minutes One of the most damaging myths that Wall Street brokers spread is that somehow, someway, you can obtain high returns with low risk. This is objectively untrue. Different investments have different expected returns, largely based…

The Two Questions Everyone Needs To Answer

Estimated Reading Time: 2 minutes 1. Will you make it financially? 2. Do you know your financial blindspots? These two questions form the backbone of our holistic approach to personal financial planning. These questions also are the common bond that…

Want the Antidote to Market Worry?

Estimated Reading Time: 2 minutes I read an interesting comment Coach Frank Martin made to his U.S.C. basketball team after losing a couple games towards the end of the regular season. He told them, “adversity is part of the deal”….