Horizon Investments: Risk Assist Explained
…our wealth comes with market fluctuation and potential risk, so we need to be flexible. Horizon Investments seeks to manage against every day market ups and downs with asset allocation….
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What to Know About Custodial Accounts
…account is a type of savings account that allows adults to control funds on behalf of a minor. Minors can take control of the account when they come of age,…
What’s your retirement spending strategy?
…goal in common: Don’t run out of money. Have you thought about how much you want to withdraw each year after retirement? Having a solid plan in place will not…
‘Passive’ Doesn’t Always Mean ‘Index’
…Such passive, nontraditional index funds come in a few different flavors based primarily on the systems they use to invest. Below are some examples. DFA funds: Among the best-known practitioners…
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
…the average fixed-income mutual fund investor. Long-term returns exhibit the same pattern, albeit on a compounded basis. The S&P 500 returned an average of 9.85% per year compared with the…
Rogoff: This Time Is Not Different (That’s a Good Thing)
…long-term stagnation From: thinkadvisor.com The case has been made again and again that Americans better get used to a secular shift to low growth and low demand, and that today’s…
Promotion
To redeem this special, please call us at (855) 904-REAP, or email us at info@retirementestateplan.com, and reference this advertisement (Retirement Special). We look forward to speaking with you!…
The Policy Lapse Lawsuit
The Policy Lapse Lawsuit From: inforcepro.com As many of you have heard, there has been another tragic case of a life insurance policy lapsing and not catching it until the…
Inflation could crack your nest egg
Inflation could crack your nest egg From: cnbc.com Remember inflation? It’s been a while since it was a big part of American life. Inflation has been so low that Social…
The feds may take 40% of Gandolfini’s fortune, due to ‘disaster’ will
…“It’s a catastrophe,” Zabel said, suggesting a bill would be due in nine months, forcing the family to start liquidating assets immediately. [Source] (Quoted from http://now.msn.com/gandolfini-will-disaster-creates-dollar30-million-bill-to-the-irs on 7/14/13 @ 4:30pm)…
