

Glenn D. Surowiec
- Oct 26, 2021
Individual Retirement Account Rollovers
I’m leaving my previous employer, and that means I need to decide what to do with my employer-managed retirement plan. Should I roll my 401(k) into an IRA (Individual Retirement Account). If so, how do I make that transition, and what do I do with the funds? Rolling over into an IRA is a great idea. A lot of retirement plans are obviously locked into an employer 401(k) plan. Unfortunately, as an employee of that business, you're restricted with what you can do with those fund
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Glenn D. Surowiec
- Oct 15, 2021
Bottom-Up vs Top-Down Investing
Should investors pay more attention to macro-economic trends or to individual company characteristics when making investment decisions? I am a bottom-up investor, because I think that approach is more actionable than the reverse. First, let’s define what we’re talking about here. Simply stated, a macro, or top-down, investor is one who's very driven by what's happening with the broader economy. A bottom-up investor is one who's more focused on doing individual company researc
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Glenn D. Surowiec
- Oct 6, 2021
Principle- and Ethics-Driven Investing
Where do principles, ethics, and personal values fit into ‘value investing’? If I’m concerned about sustainability, corporate responsibility, or support for specific causes – or if I just want to make sure my investments are doing more good in the world than just making me money – how should that affect my investment decisions? In general, I agree that it doesn't feel good to make money through an ethically questionable investment. To use an example that may be a little contr
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