Inexpensive vs. Expensive Investing

In this blog, Marc Daner scrutinizes the allure of alternative investments and sheds light on their drawbacks. The article delves into the definition of alternatives, their popularity, and the downsides associated with them. Notable issues include lack of liquidity, limited transparency, high fees, and often unimpressive performance. Through analyses of diverse studies, the article questions the need for alternatives in a well-diversified portfolio. It advocates for a simple investment approach based on sound academic principles, focusing on factors such as global diversification, low fees, and customized portfolios.

Tax-efficient retirement planning considers strategies that may help high-income professionals in Alpharetta, GA, manage taxes and support their retirement goals. Daner Wealth Management explores strategies like smart withdrawal sequencing, Roth conversions, account diversification, and RMD planning. With guidance from a retirement advisor, retirees may explore strategies intended to manage taxes and support after-tax income, depending on their circumstances. Starting earlier may provide more flexibility, help reduce unexpected issues, and support a more confident retirement.

Dividend-paying stocks are often viewed as a stable and reliable investment option, but in reality, they are not always a safe choice. This blog post explores some of the common myths surrounding dividend-paying stocks, including their perceived stability, lower risk, superior long-term returns, diversification, and source of returns. By debunking these myths, the post helps investors make better-informed decisions.