withdrawal rate

Investor Facts: What Is A Withdrawal Rate?

Withdrawal rate is amount of money one can withdraw monthly or annually from a retirement investment portfolio without running out of money. The money in a retirement portfolio is there … Read more

Posted on September 7, 2018 by
bull market

Long Bull Market In History. Now What Should Investors Do?

It’s official: The stock market has entered its longest bull market run ever. The S&P 500 closed Friday at 2,874.69, up from 676 points at the market low of March 9, … Read more

Posted on August 31, 2018 by
wealth management

Investor Facts: What Is Wealth Management?

Wealth management is the coordinated management of multiple areas of wealth, generally for a household or family unit. It often includes oversight of cash flow, risk management, investment management, taxation, … Read more

Posted on August 31, 2018 by
debt reduction

What’s The Best Way To Reduce Debt Quickly?

Carrying debt, particularly high-interest debt such as on a credit-card, is no way to build a solid financial life. You must reduce debt quickly to even get started. The problem … Read more

Posted on August 17, 2018 by
what are tips

Investor Facts: What Are TIPS?

Treasury inflation-protected securities (TIPS) are a type of bond issued by the U.S. government that guarantee a return equal to at least the rate of inflation. Money invested in Treasury inflation-protected securities … Read more

Posted on August 17, 2018 by
recession

Why Are People Suddenly Talking About Recession?

After years and years of economic expansion, some folks in the financial media are kicking around the “R” word — recession. It might feel about the blue to be discussing … Read more

Posted on August 1, 2018 by
tax-deferred

Investor Basics: What Is Tax-Deferred?

Tax-deferred describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that serve a … Read more

Posted on July 16, 2018 by

Everyone Seems To Be Buying Index Funds. Isn’t That Turning Risky?

The wholesale move into passive investing over the past few years has been astonishing, for sure. Morningstar, the fund-tracking service, reports that $470 billion went into passive investments in 2017. … Read more

Posted on July 13, 2018 by

Investor Facts: What Is Tactical Asset Allocation?

A tactical asset allocation is an investment strategy based on making timely changes in the amount, size and holding periods of a variety of securities. Most investors hold more than one … Read more

Posted on July 11, 2018 by

Why You Should Invest In A Tax-Deferred Account for Retirement

A tax-deferred account describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that … Read more

Posted on June 25, 2018 by