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
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

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

Investor Facts: What Is Opportunity Cost?

Opportunity cost is the potential extra return from one investment compared to another, different investment. In business, managers must choose how to deploy capital in order to make a profit. Sometimes, they are … Read more

Posted on June 8, 2018 by

Investor Facts: What Is A Qualified Distribution?

A qualified distribution is money taken from a tax-advantaged account, such as an individual retirement account (IRA), workplace 401(k) or a college savings plan. People save money in tax-qualified accounts because they expect … Read more

Posted on June 1, 2018 by

Investor Facts: What Is A Mutual Fund?

A mutual fund is a collective form of investment that pools cash to buy and manage a portfolio of stocks, bonds or other assets. Broadly speaking, mutual funds exist to outsource … Read more

Posted on May 12, 2018 by

Investor Facts: What Is A Large-Cap Stock?

A large-cap stock is a stock issued by a company whose market capitalization is much larger than most of the companies traded on the same stock exchange. Large cap is … Read more

Posted on April 27, 2018 by

Understand Financial Adviser Fees Before You Commit

Hiring a financial adviser is not unlike going to buy a new car. Buy or lease? Bank or dealer financing? And just how is the dealership and the salesman getting … Read more

Posted on April 20, 2018 by