The Blog at ​​​Wiegand Financial

Should you “Sell in May and Go Away”?

"Sell in May and go away" made sense in 19th-century finance – but not so much today.
I hear this old investment proverb every single year around this time. Is it a reliable rule of thumb?  Read more
Read More

Three great ways to hack your tax savings

the type of account you use for long-term savings can make a big difference to your lifetime tax liability
Even if you can't change much for this year’s taxes, the choices you make today can mean big tax savings in the long run. Read more
Read More

The Ten Commandments of Portfolio Protection

The financial landscape is still full of uncertainty, so here are some perennial investing principles for good and bad times alike. Read more
Read More

Why derivative investments are not really investments

Many people perceive derivatives as a more esoteric, complex, glamorous (and so on) type of investment. But that is not what they are at all. Read more
Read More

How to time your IRA rollover

If you're looking to roll over a 401(k) into an IRA, should you wait for the market to be up, or down... or neither? Read more
Read More

What does a financial advisor actually do?

For those of you who like to know how the sausage gets made, here is a breakdown of what this financial advisor does. Read more
Read More

Target-date funds: a little too easy

Target-date funds can be a great fit for some investors because of their convenience. But convenience always comes with a price. Read more
Read More

Bad news for the economy = Good news for your portfolio?

During recessionary periods, the stock market often starts to improve even as other aspects of the economy keep declining. What's the deal with that? Read more
Read More

How to kickstart your kids’ investing

When my kids (ages 10, 9, 2, and baby) are old enough to start investing, the first account I will encourage them to open is a… Read more
Read More

The underrated benefits of “lazy” money

Most investors want to put their extra cash "to work" rather than letting it sit around. That's very sensible… but a pile of cash has its uses too. Read more
Read More