The power of portfolio consistency
The power of portfolio consistency From: financial-planning.com Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want….
The power of portfolio consistency From: financial-planning.com Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want….
Did You Ever Notice the Asterisk on Your Social Security Statement? From: nationalreview.com While engaging in the mundane task of gathering financial statements for a “secure retirement” meeting with my…
3 Overlooked Tax Breaks Your Home May Be Able To Cash In On From: trulia.com Minimize what you’ll owe and maximize what you’ll get back at tax time. People are…
6 Financial Concepts Taught by American Presidents From: theentrustgroup.com You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to…
The Crisis in Retirement Planning By Robert C. Merton | Harvard Business Review Corporate America really started to take notice of pensions in the wake of the dot-com crash, in…
…your ability to travel is limited to your vacation time. Come retirement, you finally have the freedom to take off and go, visiting places that have been on your wish-list…
The Dow just hit 20,000, but half of America missed out From: finance.yahoo.com On Wednesday, the Dow Jones Industrial Average traded above 20,000 for the first time. This barrier, which…
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…
…the peak of the bubble, and some of the portfolios we examine keep going up,” they wrote. “Nonetheless, investment strategies that condition on high past returns in combination with these…
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