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Investment Funds Review, 2018

Investment Funds Review, 2018

Fixed Income

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Tony Robbins – Mistakes to Avoid When Markets Decline

Tony Robbins – Mistakes to Avoid When Markets Decline

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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Calamos Market Neutral Income Fund(CMNIX)

Calamos Market Neutral Income Fund(CMNIX)

Interview with manager of Calamos Market Neutral Income Fund.

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47 Hits

Myths on Diversification

Myths on Diversification

 Here we delve into five misperceptions about diversification.

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108 Hits

How to Invest a Lump Sum of Money

How to Invest a Lump Sum of Money

Investing a lump sum of money comes down to the question of your tolerance for risk.

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84 Hits

The Danger in Private Real Estate Investments

The Danger in Private Real Estate Investments

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a national community of like minded advisers

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112 Hits

The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

Women face at least 12 unique challenges from financial and life circumstances related to long-term retirement planning.

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52 Hits

Latte Factor Calculator

Latte Factor Calculator

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. 

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88 Hits

DFA Emergin Markets Core Equity I

DFA Emergin Markets Core Equity I

Get Snapshot

80 Hits
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Investment Update

Investment Update

Watch out What You Wish For

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68 Hits
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The Unique Retirement Issues Facing Women

The Unique Retirement Issues Facing Women

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.

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110 Hits
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What is GDP?

What is GDP?

This video briefly walks through the basics of what GDP is and how it is calculated.

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98 Hits
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What is a Tariff?

What is a Tariff?

This video from the people at Investing Basics will explain tariffs and discuss some of the benefits and problems.

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78 Hits
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Don't Abandon International Diversification

Don't Abandon International Diversification

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.

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Investing Made Simple - Active vs. Passive Investing

Investing Made Simple - Active vs. Passive Investing

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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120 Hits

As New Tax Laws Take Effect, Check Your Withholding Amount

As New Tax Laws Take Effect, Check Your Withholding Amount
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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Investing Made Simple - Real Estate (REITS)

Investing Made Simple - Real Estate (REITS)
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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185 Hits

Planet Money - Inflation

Planet Money - Inflation

This month's Planet Money podcast: The Cost of Life in America. 

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280 Hits

Opportunities and Incentives under the Tax Cuts and Jobs Act

Opportunities and Incentives under the Tax Cuts and Jobs Act

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.

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219 Hits

What If You Bought Right Before the Market Correction of 1987?

What If You Bought Right Before the Market Correction of 1987?

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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401K PLANS

Thinking Aloud Blog

Interview with manager of Calamos Market Neutral Income Fund.

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