From: kitces.com
In the world of investment advice, defining a value proposition is relatively straightforward. Advisors can offer superior investment selection, better investment analysis, effective diversification and risk management, built on the foundation of a quality investment process, all in pursuit of the investment holy…
From: finance.yahoo.com
On Wednesday, the Dow Jones Industrial Average traded above 20,000 for the first time.
This barrier, which is more important psychologically than it is for actual investment decisions, had been in the market’s sights for over a month after the post-election rally that followed Donald Trump’s election sent stocks to new records.
Unfortunately, however, many Americans missed out.
Back in April 2016,…
From: news-journalonline.com
Look at any one of the last few years and it’s easy to make the case that diversification is broken, and that you don’t need it.
Look out longer, however, and the forest becomes visible through the trees.
That said, after a series of years in which diversification didn’t pay off, 2017 may be the time where maintaining a diversified portfolio meets both…
Go to page: Fortune 500 Companies: Who and Where They Are
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most profitable U.S. companies that make up the latest list collectively employ 27.9 million individuals across the world and represent $840 billion in profits and $12 trillion in revenues. Who are these business dynamos and where are many of them based?
From: timesherald.com
Baby Boomers: your millennial children are worse off than you.
With a median household income of $40,581, millennials earn 20 percent less than boomers did at the same stage of life, despite being better educated, according to a new analysis of Federal Reserve data by the advocacy group Young Invincibles.
The analysis being released Friday gives concrete details about a troubling generational divide that helps to explain much of the…
Article by REAP, LLC.
The one incident that could change your entire future
Whenever you read or talk about important topics like long-term care, health costs or retirement, you have to wade through facts, statistics and other numbers. The average cost of medical care today, the likelihood that you’ll be diagnosed with certain types of diseases, how much money you’ll need to amass in retirement to live and pay for…
Go to page: Prepping 2016 Taxes: 3 Key Tasks to Tackle Today
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
It may seem early, but the start of a new year is an ideal time to get your ducks in a row when it comes to tax preparation. Use the following tips to get some work done now and avoid the panic of procrastination.
Revisit Your Usual Routine
The bulk of tax prep comes…
Go to page: 5 Finance-Related Podcasts Worth a Download
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
One common trait among the highly successful is their endless drive to improve and learn. Take a page from their book during your downtime this holiday season by feeding your curiosity and keeping your mind engaged. Make space on your digital device for some of these popular finance-focused podcasts:
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