…domestic stocks and bonds. Then there was 2014, when investors felt betrayed by diversification because the most attractive place to invest was large-cap domestic stocks, the very place investors typically…
Big, scary stock market sell-offs happen all the time in bull markets From: businessinsider.com The markets have been getting rocked. Stocks in the US were lower for a fourth straight…
Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio From: smartasset.com 60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60%…
…affordable options. While grieving spouses may be tempted to purchase everything that they need from one funeral home, you can save your loved one a lot of money by comparison…
Read more6 Unexpected Expenses In Retirement From: forbes.com What will it cost you to live in retirement? Like many people, you might try to answer this crucial question by using an…
What the Academy’s Best Picture Voting Tells About Investing From: news.morningstar.com Opportunities exist to be exploited, but they don’t remain constant. Not-So-Total Recall Initially, the Academy of Motion Picture Arts…
…immediate annuity is a contract with an insurance company (or a private individual) under which the consumer pays the company a certain amount of money and the company sends the…
Rebalancing: The diversification defense From: vanguard.com How rebalancing can help your portfolio weather volatility Watching your portfolio’s returns go up and down can be an emotionally trying experience. Rebalancing to…
…to compete against their most successful competitor in recent years, the giant fund manager Vanguard, a company that prides itself on offering low-cost funds. Thanks in large part to its…
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar From: thinkadvisor.com In exclusive interview, Lou Harvey laments the scarcity and necessity of advisors’ client hand-holding. The Boston-based…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
