Investment/Asset Allocation

16th Feb, 2018

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Do you need to rebalance your portfolio?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Crafting the right investment mix is both an art and a science. Not only do you have to consider your future goals, but you also have to take situational factors into account, like your risk tolerance and the current market conditions. To make sure your portfolio keeps its custom fit, it may help to rebalance on…

Hello, volatility, welcome back to the market

12th Feb, 2018

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Hello, volatility, welcome back to the market

From: www.seattletimes.com

Lost amid the easy move up of 2017 and the hot start to record highs in January was that the market had gotten, well, boring.

When the Dow Jones industrial average finished its 1,175-point drop on Monday, Peter in Seattle checked the balance in his 401(k) plan.

He had lost roughly $12,000 on the day. He was scared.

Jack in Braintree, Massachusetts — a 20-something who…

Planning for Retirement Plans and IRAs: Asset Protection

1st Feb, 2018

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Planning for Retirement Plans and IRAs: Asset Protection

From: www.aaepa.com

As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average American’s wealth. Planning for these assets is critical, not just due to their value, but also due to their special nature.

Traditional IRAs and 401(k)s and the earnings on them are tax-deferred. Roth IRAs and 401(k)s are tax-free. However, there’s another characteristic of…

Liquid Enough: Exploring ETF Liquidity Across Asset Classes

1st Feb, 2018

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Liquid Enough: Exploring ETF Liquidity Across Asset Classes

From: Cantor ETF Group

In recent years, ETFs have offered a welcome source of liquidity for bond investors, especially in sectors like high yield where trading in ETFs far outstrips the volume in the underlying securities. Yet recently, some investors have started to question whether that liquidity advantage is sustainable, or in the words of a writer at Investment News, a “mirage” (see The ETF Liquidity…

Risk Management for All Markets

16th Jan, 2018

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Risk Management for All Markets

From: VanEck

• An introduction to the importance of market breadth measurements
• The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF)
• Risk management during bull and bear markets and navigating secular trends – only 54% of time spent in bull markets historically
• The merciless mathematics of loss; negative performance requires a larger percentage of returns than what was lost to…

Promissory Notes: Promises, Problems

21st Dec, 2017

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Promissory Notes: Promises, Problems

From: www.nasaa.org

Many investors seek out safe, fixed-rate investments, especially ones that can boost the interest they earn. You, too, may be looking for sound investments that pay better than average interest to generate income or meet the needs of your overall investing plan. But as you consider new investment products or services, always remember the correlation between risk and reward: every investment involves some degree of risk,…