From: www.wsj.com
Investors everywhere think a 5-star rating from Morningstar means a mutual fund will be a top performer—it doesn’t
Millions of people trust Morningstar Inc. to help them decide where to put their money.
From pension funds to endowments to financial advisers to individuals, investors rely on Morningstar’s star ratings to help divide $16 trillion among America’s mutual funds, in much the way shoppers use Amazon’s ratings…
Go to page: Do you know about good debt?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Is all debt bad? Not necessarily. Strategic spending can often work out well in the long run, even if this means temporarily racking up loan balances. However, it’s important to plan carefully to make sure you’re making wise choices.
Here’s what to keep in mind as you consider different forms of debt.
From: smartasset.com
This is how to make sure your savings lasts the longest.
If you’re planning to retire within the next few years, you’ve undoubtedly considered when you should start making withdrawals from your retirement accounts.
However, the order in which you withdraw from your accounts is also important — it could let your tax-advantaged accounts grow to their full potential,
From: www.thestreet.com
That’s a question many investment advisors are hearing these days when they dare to answer the phone.
Understandably, the investor sees the stock market reaching new highs, then they look at their portfolios and see either no gains, or a gain considerably lower than the one posted by the stock market. Indeed, the S&P…
Go to page: How to define your investing goalsFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Whether you’re new to investing or a bit more experienced, you probably already know there isn’t a one-size-fits-all strategy for building a strong portfolio. Everyone’s needs and goals are a little different, and before you make investment decisions, it’s important to honestly review your situation.
Ready to start planning? Here’s what to consider as you work towards…
Go to page: Are you ready for the great wealth transfer?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
As baby boomers officially enter their golden years of retirement, their Generation X and millennial offspring stand to inherit trillions of dollars in total combined assets, according to many financial estimates.
How should each generation prepare for this historic transfer of wealth?
Baby Boomers: Set Expectations
Whether they have a substantial legacy to leave behind…
From: www.cnn.com
What’s the best way to measure the market? CNN’s Jon Sarlin explains why the Dow is outdated and doesn’t actually reflect what’s happening with stocks, much less the economy.
From: blog.planetoffinance.com
If there is one thing that stresses almost everyone it’s money. It seems as though there are constantly bills to pay and the hours you work aren’t always turning out the way you hoped. So, what can you do? Don’t worry because financial success isn’t as elusive as you might think. In this article, we are going to look…
Go to page: What should your emergency fund look like?From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Building financial security means sticking to a smart strategy and thinking ahead. Success comes from spending less than you earn, investing wisely and protecting against unforeseen challenges, and to be truly prepared, you should probably have an emergency fund.
Here’s how and why an emergency fund could save the day, no matter your situation or income…
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