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Don’t Let Big Tech Ruin You
Article By:
Roger Nusbaum
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Thursday, April 5, 2018 2:57 AM EDT
The person who decides to switch to an index fund that uses an alternative weighting process is not a passive investor, they are making a very active decision, using what might be a passive vehicle to do it.
In this article: SPY
The World’s Most Misunderstood Investment – Part 2
Article By:
Richard Rosso
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Wednesday, April 4, 2018 12:40 PM EDT
Income annuities are solely designed to provide a stream of income now or later that recipients cannot outlive. These annuities are simple to understand and are generally lower cost when compared to their variable and indexed brethren.
The “Future” Of Retirement Planning
Article By:
Dirk Cotton
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Friday, March 30, 2018 11:12 AM EDT
When we decide how much money we can spend in the present year of retirement we need to know not only how much spendable wealth we have today but our best guess of how much we will have in the future.
Early Withdrawal From Retirement Plans
Article By:
Jim Blankenship
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Wednesday, March 28, 2018 10:58 AM EDT
An early withdrawal from your retirement plan is not without consequences – there will be taxes for sure, and quite possibly penalties.
7 Things Financial Advisers Wish You Knew About Retirement
Article By:
Lorimer Wilson
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Monday, March 26, 2018 2:38 AM EDT
We asked financial advisers for some of the most important ideas they wish their clientsretirement-planning-300x300 [Click and drag to move] understood when it comes to money, retirement, and the future. Here are 7 of the most important.
Are You Ready For Retirement?
Video By:
Online Trading Academy
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Friday, March 23, 2018 5:17 AM EDT
You might have an iron-clad trading plan and log your every move. Can you say the same about how you track the rest of your money?
The World’s Most Misunderstood Investment – Part 1
Article By:
Richard Rosso
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Thursday, March 22, 2018 12:00 PM EDT
. Annuities are insurance products that guarantee a lifetime income stream. Pensions are considered annuities.
The Safest Way To Survive A Market Sell-Off
Article By:
Steve McDonald
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Wednesday, March 21, 2018 3:34 AM EDT
The market dropped faster than most of us have ever witnessed. In fact, it was the biggest point drop in a single day in the Dow’s history.
Wash Sale Rules
Article By:
Jim Blankenship
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Monday, March 19, 2018 12:30 PM EDT
In a nutshell, a wash sale occurs when you sell a security (stock, bond, or mutual fund, for example) at a loss, either followed by or preceded by a purchase of substantially the same security within 30 days of the sale.
Even Without The Law, Fiduciary Rule Awareness Remains
Article By:
David Trainer
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Saturday, March 17, 2018 12:47 PM EDT
After lengthy delays and attempts to kill the regulation, the Fiduciary Rule went in to partial effect in June 2017. Now, the fifth circuit court has struck down to the rule, after concluding that the rule “overreached” and was “unreasonable.
The Pros And Cons Of Bucket Strategies
Article By:
Dirk Cotton
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Friday, March 16, 2018 3:05 AM EDT
The basic implementation of time segmentation strategies sets aside enough cash and short-term bonds to cover the next few years of retirement expenses
Fees In 401(k)s
Article By:
Bankers Anonymous
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Thursday, March 15, 2018 5:15 AM EDT
Economists and astrophysicists all agree: the only free lunch ever discovered in the known universe is employer-sponsored retirement plans with matching funds.
Long-Term Care: The New Retirement Crisis
Article By:
Steve McDonald
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Wednesday, March 14, 2018 6:50 AM EDT
The retirement funding crisis that the boomers are facing is a walk in the park compared with the long-term care (LTC) crisis that is creeping up on us.
Retirement Risk: Don’t Trade Downside Protection For More Upside
Article By:
Russell Investments
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Wednesday, March 14, 2018 1:30 AM EDT
I have a key belief about saving for retirement: The potential for additional upside is not worth an outsized risk of devastating downside.