Fixed Income
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Your money is like a bar of soap, the more you handle it, the less you’ll have.” --Eugene Fama, Nobel winning economist from Malden
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Interview with manager of Calamos Market Neutral Income Fund.
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Here we delve into five misperceptions about diversification.
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Investing a lump sum of money comes down to the question of your tolerance for risk.
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August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers
112 Hits
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.
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The latte factor may not make you rich, but it is a way to bring discipline to your spending that can save you a whole lot of money.
88 Hits
Watch out What You Wish For
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Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning. Addressing these can be overwhelming and uncomfortable. But, only by understanding the issues can you develop strategies that will provide the greatest chance of achieving your clients’ goals.
110 Hits
This video briefly walks through the basics of what GDP is and how it is calculated.
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This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.
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For the 10-year period 2008 through 2017, a very wide dispersion in returns has existed in markets. U.S. stocks far outperformed international stocks, and growth stocks outperformed value stocks.
189 Hits
What type of investor are you? This short video from Investing Made Simple explains what it means to be an Active Investor vs. a Passive Investor and illustrates the pros and cons of both.
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Do you remember how many withholding allowances you claimed on the last W-4 you filled out? That's the form you have to complete when you begin a new job, so your company's payroll knows how much federal income tax to withhold from your pay.
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Your plan’s investment menu includes the Vanguard Real Estate Index, an index mutual fund that invests in a diversified portfolio of “REITS” or real estate investment trusts. REITS are investment companies which own and rent out commercial real estate, such as office buildings, industrial and research parks, shopping plazas and residential projects.
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This month's Planet Money podcast: The Cost of Life in America.
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FYI, great summary of a little known aspect of tax reform which allows investors to defer gains (and receive a 15% step up in basis) by rolling all or a portion of the gains into low income community funds, eg Qualified Opportunity Zones.
219 Hits
The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index.
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