Strong Returns in 2014? May be Time to Fire Your Adviser!
…in stocks. A good adviser builds a portfolio with different risks. If yours put all or most of your wealth into stocks in 2014, he was ignoring the geopolitical issues…
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The Ease of Index Funds Comes With Risk
…Capital IQ compared the valuation of stocks within that index to stocks of similar market capitalization that are not in the index. It used a common valuation metric, the ratio…
Here’s what happened the last 10 times the stock market disintegrated into a bear market
…four macro indicators: recessions, commodity spikes, aggressive Fed tightening, and/or extreme valuations. The most common factor was a recession, unsurprisingly, which has coincided with a bear market eight times. This…
Opinion: This time-tested strategy takes investing risk head-on
…for Vanguard Investors, noted recently that the average Vanguard investor lost money in 2015, due largely to losses in emerging markets and international stocks outweighing small gains for domestic stocks…
IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange
IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange From: wealthmanagement.com Taxpayer’s receipt of outright cash from original insurance company barred non-recognition A taxpayer inherited an interest in an…
Don’t be a myopic lemming when the bears growl
Don’t be a myopic lemming when the bears growl From: heraldtribune.com It is winter, but the bears are not hibernating. They are everywhere. It is a rare day when their…
WFP Income Fund Announces a 7.52% Net Annualized Return through 1st Quarter 2016
…non-compounded return through the first quarter of 2016. The net annualized compounded return for the first quarter of 2016 was 7.56%. The net annualized compounded return for the fund since…
Worried about stocks? Smart investors do these 3 things
Worried about stocks? Smart investors do these 3 things From: money.cnn.com Stocks are off to their worst start to a year ever. No wonder “sell stocks” is a popular Internet…
Can a Wrong IRA Beneficiary Designation be Corrected After Death?
Can a Wrong IRA Beneficiary Designation be Corrected After Death? From: ultimateestateplanner.com In recent PLRs 201628004 through 201628006, the IRS considered the effect of a state court action that modified…
How Much Can You Contribute to a Traditional IRA for 2019?
…bank, brokerage, mutual fund or insurance company and invest your IRA money in stocks, bonds, mutual funds, exchange-traded funds and other approved investments. For the full article: Click here →…
