Go to page: What to Know About Custodial AccountsFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Are you wondering about different ways to invest in your family’s future?
A custodial account can help you give your children (or another young family member, like a niece, nephew or grandchild) financial support for their college education.
How Custodial Accounts Work
A custodial account is a type of savings account that allows adults to control funds on behalf of…
From: www.morningstar.com
Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern held true in early 2020 as many major asset classes (except high-quality bonds and cash) moved in tandem during the coronavirus-driven market downturn. And over the past 20 years, correlations have edged up for several asset classes, including…
Go to page: 4 Ideas for Protecting Your AssetsFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
What lies ahead?
It’s impossible to predict the future, but that doesn’t mean you have to feel caught off guard during times of uncertainty.
In particular, when it comes to safeguarding your wealth, there are steps you can take to help protect your assets and find peace of mind.
Here are a few good practices to be aware of.
From: www.lordabbett.com
Lord Abbett muni-bond experts highlight current trends in credit quality, supply/demand dynamics, and relative valuations
In a recent webinar with investors, a panel of Lord Abbett experts, including Partner and Director of Tax-Free Fixed Income Dan Solender, Portfolio Manager Greg Shuman, and Director of Municipal Bond Research Eric Friedland, outlined some reasons why municipal bonds remain a potentially attractive asset class…
Go to page: Protecting Your Assets with Life InsuranceFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Life insurance can potentially protect and even increase generational wealth in ways many people don’t know about. Have you taken a look at the various options lately?
While buying a term policy and investing the difference might be a good idea for younger people with few assets, your needs and priorities may shift as you grow older.
Learn how…
From: bluetoad.com
A Unique Source of Yield in a Low-Interest Rate World
The fallout from the COVID-19 pandemic and the monetary policy response has challenged investors searching for yield. Equity dividends are no longer as safe as they once were, and interest rates are near historic lows with the likelihood that they will stay lower for longer. This challenge has investors looking for unique sources of yield. We…
Go to page: What are your questions about RMDs?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
You’ve worked hard to save for your retirement. You’ve also carefully built a plan for managing your savings before and after you leave the workforce.
Among other things, this means considering the ins and outs of required minimum distributions (RMDs) for your retirement accounts.
Are you unclear about the rules or any recent changes? Here are some of the…
From: www.lazardassetmanagement.com
Issuance of convertible bonds has soared since COVID-19 brought a new driver of volatility to financial markets. Issuance of these fixed income securities, which give holders the option to convert their bonds into a predetermined number of equity shares in the same company, had been relatively low since the global financial crisis, but surged in April and May of this year. In fact,…
From: www.marketwatch.com
You’re taking a bet you may not fully realize
How much of your retirement savings are you now gambling on the fortunes of just six companies?
If you’re holding them in an S&P 500 SPX, +0.84% stock market index fund, the answer is: About a quarter.
From: www.forbes.com
Every so often, the stock market goes wild. Volatility goes up, people start freaking out, and there’s talk of market timing.
When you have a bull market, as we’ve enjoyed for a very long time, it’s easy to listen to the folks who say you should buy-and-hold for the long term.
When the market starts fluctuating, it becomes much harder to toe…
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