It is fairly common knowledge that a retirement portfolio’s carefully constructed asset allocation can become unbalanced in two cases: When you alter your investment strategy
In an ideal world, emotions would play a very small role in the way people invest and manage their money. Everyone would thoroughly research their
Some individuals believe that the return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of
One of the key determinants of retirement income planning is the expected rate of return on your investments. Conventional analysis typically relies on long-term performance
If you look up “currency” in Merriam-Webster, you will find it defined as “the money that a country uses” and “the quality or state of
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, in fact they are commonly used
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Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name
Target-date funds continue to gain ground in the employer-based retirement plan arena. It is estimated that by 2018, they will garner more than 63% of
The amount of federal estate tax typically is determined by the amount of assets within the estate and your relationship to the deceased. Spouses and
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