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…
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…
Inflation is when prices on normal goods and services moves higher over time. A common tool used to track inflation is the CPI or Consumer Price Index.
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…
From: Investing Made Simple
Dividends are one of the most powerful investing tools and should be completely understood by investors. Dividends are when a company distributes a portion of its cash (or additional shares) to its shareholders.
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,…
Go to page: What is socially responsible investing?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
The demand for socially responsible investing has grown 33 percent since 2014, signaling increasing investor interest in making a positive difference in the world. Is this a passing fad or an investment factor worth considering?
SRI and ESG
Sustainable, responsible and impact investing (SRI) focuses on environmental, social and corporate governance (ESG) criteria in…
From: MFS White Paper
Summary
From: money.cnn.com
Done with the job? Ready to do your own thing?
Those who are on track to be “financially independent and retiring early” — or “FIRE” — are.
You’d need to be fired up to sock away enough money to quit your job and retire in just five years. But it’s not impossible.
Some people, like Claudia and Garrett Pennington take extreme measures like…
Annual Returns for Key Indices Ranked in Order of Performance (2007–2016)
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