◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Death, Divorce, Retirement—and the Tax Cut and Jobs Act



As our team travels the country, we often run into unique circumstances that lead us to strategies we believe will help our customers. Whether it’s an unexpected tax law change or life event, the beginning of 2018 reminds us of the old axiom, “the only constant in life is change.” Like many…

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Short and Sharp: Five lessons from the market sell-off



Recent market moves have undoubtedly shaken investors. Equally, however, they have reinvigorated bystanders – the investors standing on the sidelines waiting for buying opportunities. If I had to pick a side, I’d go with the latter. After all, the sell-off has not changed my views on positive…

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