Fixed Income
111 Hits
I WANT TO KNOW MORE ABOUT...
Select One
- 401(k) Basics
- Changing Your Contribution Amount
- Changing Your Investments
- Contributing to Your 401(k)
- Contribution Limits
- Enrolling in the 401(k) Plan
- Fund Menu
- How To Change Your Target Model Allocation (Ascensus)
- Investing in Your 401(k)
- Loans, Hardship Withdrawals
- Logging onto Ascensus
- Periodic Table of Fiduciary Practices
- Principles for Investing (short)
- Principles for Investing (long)
- Rebalancing How and Why (Ascensus)
- Retirement Plan Calculator (Ascensus)
- Risk Tolerance Survey
- Rollovers
- Roth 401(k)s
- Target Allocation (Model) Portfolios
- What Rate of Return Should I Expect?
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
114 Hits
Interview with manager of Calamos Market Neutral Income Fund.
291 Hits
Here we delve into five misperceptions about diversification.
209 Hits
Investing a lump sum of money comes down to the question of your tolerance for risk.
...
179 Hits
August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers
265 Hits
Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.
133 Hits
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.
195 Hits
Watch out What You Wish For
130 Hits
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.
208 Hits
This video briefly walks through the basics of what GDP is and how it is calculated.
...
283 Hits
This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.
...
236 Hits
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.
275 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.
223 Hits
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.
323 Hits
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.
294 Hits
This month's Planet Money podcast: The Cost of Life in America.
404 Hits
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.
311 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.
...
353 Hits
