Investing

Blog posts by Rodgers & Associates on the subject of investing in the stock market and bonds, including topics like mutual funds, municipal bonds, interest rates, volatility, portfolio balancing, and investment strategy


The Difference Between Stock Options and Restricted Stock Units (RSU’s)

Posted on

Complexity abounds with respect to a RSU or option decision.

What’s the Difference Between Premium Bonds and Discount Bonds?

Posted on

The terms reflect the current market pricing, not the quality, of particular bonds.

Are Roth Conversions Right for People Over 70-½?

Posted on

Roth IRAs are not subject to RMD rules.

Passive Investing: Index Mutual Funds vs. Exchange-Traded Funds (ETFs)

Posted on

There are two types of mainstream passive investment tools, index mutual funds and exchange traded index funds (ETFs). In this post, we compare the two.

Time-Weighted Returns vs. Dollar-Weighted Returns

Posted on

Comparing Time-Weighted Returns and Dollar-Weighted Returns

Immediate Fixed Income Annuity: Is It Right For You?

Posted on

(And why it might not be so good for you.)

Tax-Efficient Benefits of Exchange Traded Funds (ETF)

Posted on

The savings for non-tax deferred (retirement) account investors can be significant.

Asset Allocation May Be the Most Important Investment Decision You’ll Make

Posted on

The goal of asset allocation is to reduce risk and create diversification by dividing assets among the major classes and sub classes of stocks, bonds, and cash.

Inflation: The “Invisible” Factor That Can Hurt Your Purchasing Power

Posted on

Why you need to consider inflation as a risk to financial security in retirement.

The Future Has Always Been Better Than the Past

Posted on

An investor must be able to see the big picture of history.

Stocks – An Investment Strategy That Has Stood the Test of Time

Posted on

Equities are among the best long-term investments, despite being terrifying in the short term.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437