How Might Higher Inflation Affect Your Investments?
America once experienced something called “moderate inflation.” It may seem like a distant memory, but it could very well return in the second half of this decade. A remote possibility? […]
If Interest Rates Rise, What Happens to Bonds?
Will bond investors soon suffer major losses? In the last few years, Bill Gross, Jim Rogers and other pundits have warned of a bond bubble. While it has yet to […]
Is It Time for Life Insurance?
Many younger Americans lack life insurance. A 2014 report from insurance industry analyst LIMRA found that only a third of Gen Y Americans have any life insurance coverage. In the […]
Understanding Your Risk Tolerance
The recent success of Chinese megacompany Alibaba’s IPO (Initial Public Offering) has sparked many investors’ interest. But before jumping in with both feet and opening your checkbook, there are many […]
How Taxes Affect Your Savings and Investments
How many of us save and invest with an eye on tax implications? Not that many, according to a recent survey from Russell Investments (the global asset manager overseeing the […]
It’s Time to Review Your Life Insurance
When was the last time you looked at your life insurance coverage? Why not do it now? Life insurance can be a remarkable utility as an estate planning and tax-saving […]
3 Reasons to Wait Until You Retire to Make a Roth IRA Conversion
One of the most commonly asked Roth IRA questions is: “Should I make a Roth conversion?” While Roth conversions can make sense at any age, depending on your particular circumstances, […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
How to Use Financial Indexes as Investment Benchmarks
Success in life is often times about perspective, and this truth follows suit in the investing realm as well. The performance of your investments can be deemed good, acceptable or […]
A Readiness Check for the Do-It-Yourself Investor
Investing isn’t something you throw together at the last minute. It takes thoughtful research, planning and monitoring to successfully invest and grow your assets. That’s why we’ve put together several […]