Blog & Helpful Articles

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Emergency Housing Guide

13th Dec, 2022

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Emergency Housing Guide

From: www.payingforseniorcare.com

An estimated half-million people were homeless in the United States from 2007 through 2020, and many of these individuals were seniors and veterans. Unfortunately, seniors who live on the street have little access to resources that can help them maintain their mental and physical health, and on top of that, many are living without the support of their loved ones.

Homeless seniors face more…

Federal and State Financial Assistance for Seniors

13th Dec, 2022

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Federal and State Financial Assistance for Seniors

From: www.seniorhousingnet.com

Seniors are often on a fixed income, such as an annuity, pension or Social Security. This can make it difficult to meet living costs, especially in the face of inflation. Studies have found that 4.9 million seniors live in poverty and more than 7 million are food insecure. This means that many seniors in the United States struggle with hunger,…

ETF Field Guide – Novemer 2022

12th Dec, 2022

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ETF Field Guide – Novemer 2022

From: americancentury.com

In this month’s feature article, we hit on one theme we’ve seen over 2022, which has been the continued outperformance of U.S. stocks vs. international markets. Through a series of charts, we exhibit the value of global diversification, highlight what investors may give up by avoiding international markets, and explain the role of currencies on non-U.S. stock returns.

Hurricane Ian and the new retirement risk

1st Dec, 2022

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Hurricane Ian and the new retirement risk

From: www.investmentnews.com

In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor ‘Florida risk’ into their retirement decision-making.

We don’t normally do it in this space, but it’s time we talk about the weather.

Most of the On Planning columns here at InvestmentNews revolve around the perils associated with the investing side of retirement and how to avoid them. Our wheelhouse…

29th Nov, 2022

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By Ted James

Perhaps you’ve seen lots of headlines about a looming recession, and you can’t help but stress over your financial future. You want to do everything you can to keep your household on stable footing if economic conditions turn sour. By working with the professionals at REAP, you can ensure that you’re still saving for retirement and properly allocating your portfolio. Plus, these tips will show you how to…

12 Top Tax Questions About Capital Gains, Losses and Worthless Securities

23rd Nov, 2022

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12 Top Tax Questions About Capital Gains, Losses and Worthless Securities

From: www.thinkadvisor.com

This year has been one long roller-coaster ride for investors. Despite November’s stock market rally, the S&P 500 is still down about 17% year to date. Clients who leaned into the summer’s bear market may be seeing big gains, while others may be cutting their losses. And those who invested in…

Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio

23rd Nov, 2022

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Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio

From: smartasset.com

60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60% equities and 40% bonds. This approach, which may allow for robust growth while remaining relatively risk-averse, has shown long-term positive returns over the course of decades and has been a mainstay for many investors. But amid a volatile year in the…

Exclusive: At least $1 billion of client funds missing at failed crypto firm FTX

15th Nov, 2022

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Exclusive: At least $1 billion of client funds missing at failed crypto firm FTX

From: www.reuters.com

• FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda – sources
• Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda – sources
• Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources
• Executives set up book-keeping “back door” that thwarted red…