Nancy Doyle

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Nancy Doyle was a guest on WBBM’s Noon Business Hour

WBBM’s Noon Business Hour for 7/12/2017 On July 12th, Nancy Doyle was a guest on WBBM Newsradio Noon Business Hour. The topic was important retirement milestones. Take advantage of catch-up provisions starting at age 50 that allow you to put away even more money for retirement.  For 401(k) and 403(b) plans, those over 50 can save an extra $6,000 for retirement, or up to $24,000.  For IRA and Roth IRAs, the catch-up provision is $1,000 on top of the $5,500 you can put away each year. At what age you start collecting social security has a big impact on the size of the payments for both you and a spouse that may survive you. Keep these milestones in mind as you plan for the future. Note – the segment begins at 19:55.

Nancy Doyle is quoted in US NEWS

For Millennial’s, retirement can seem a long way off. It is never too early to start planning. The idea of saving $1 million for retirement can seem like a lofty goal, but it is attainable if you are disciplined. It is also important to use realistic assumptions for returns and keep fees low. Carlson, Debbie: “A Millennial’s Guide to Saving $1 Million” US NEWS See link below: US News

Importance of Maintaining a Sell Discipline

When you make an investment, you rely on an investment thesis. The investment thesis is based on company fundamental attributes and valuation. Why is a particular stock attractive? Is there a catalyst that will improve earnings? Will the company benefit from a changing competitive landscape? Are there operational or regulatory risks on the horizon? Is the valuation attractive? Being disciplined and considering both fundamentals and valuation are essential when investing in stocks. Being undisciplined and only focusing on fundamentals or on valuation could have negative consequences. For some “hot” sectors, exuberance and a “fear of missing out” can elevate valuations across the board beyond reasonable levels. At the same time, there is a difference between buying a stock that is misunderstood or out of favor and buying a stock that is declining in value for a valid reason. Changing Fundamentals A change in fundamentals will have an impact on your…

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