What to Know When Retiring into Uncertain Times

What to Know When Retiring into Uncertain Times SouthPark Capital

There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will retire right before the markets and economy turn sour. These are both legitimate concerns, but there are strategies that you […]

The Generic 60/40 Portfolio May Need an Examination

The Generic 60/40 Portfolio May Need an Examination SouthPark Capital

As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using […]

Reexamining the Retirement Investment Portfolio

Reexamining the Retirement Investment Portfolio SouthPark Capital

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation […]

Should I Convert My 401(k) To A Roth IRA?

Should I Convert My 401(k) To A Roth IRA? SouthPark Capital

Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different […]

Don’t Forget the Tried-and-True Value of Compounding Interest

Don’t Forget the Tried-and-True Value of Compounding Interest South Park Capital

If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful tool that can significantly increase the value of an investment over […]

What You Need to Know About the State of the Crypto Industry

2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead of getting into the weeds of what the technology of crypto is or the genesis behind its creation, it’s more important to understand […]

2 Reasons the Generic 60/40 Portfolio Fails

2 Reasons the Generic 60/40 Portfolio Fails SouthPark Capital

Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. For decades, this strategy has been revered for its balance, offering high growth potential from stocks and a safety […]

3 Factors to Know for Rising Interest Rate Conditions

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts to curb raging inflation, the US Federal Reserve has raised interest rates six times in 2022, reaching a target of 3.75% in November.[2] This rise in the […]

What You Need to Know about Index Funds and Mutual Funds

What You Need to Know about Index Funds and Mutual Funds Southpark Capital

On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of stocks that aim to meet a certain investment goal. However, there are many key distinctions that separate an index fund from a mutual fund – distinctions that may be crucial to […]

The Value of Opening a Roth IRA at the End of the Year

The Value of Opening a Roth IRA at the End of the Year South Park Capital

These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), optimize your withdrawal timing, or take advantage of catch-up contributions, your IRA strategy may be one of the main components of your income strategy. So, let’s talk about the Roth IRA and […]

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