Archive for the
‘Investment’ Category

There have been reports that so-called “elder abuse” in a financial context is on the rise, costing elderly Americans an estimated $36 billion last year alone.  By one estimate, roughly one in three older Americans has been scammed in the past five years—what an official at the Institute on Aging calls “an elder financial abuse [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
We can probably all agree that 2020 was a unique investment year, with the pandemic ravaging the economy, reducing travel and even removing the normal commute to the office—and at the same time delivering above-average 15.76% returns on the S&P 500 index. But not every company sailed through the pandemic unscathed. Consider New Residential Investment, [...]
One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment Returns. The table is constructed in various ways—either with annual returns, or monthly returns—but the result for those shorter time periods is always the same and vividly illustrated. As you can see from [...]