Investing (3) Articles
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
-
item = Retirement & Financial Planning
Retirement & Financial Planning
item.slug = retirement-financial-planning -
item = Market Updates
Market Updates
item.slug = market-updates -
item = 401(k) For Employers
401(k) For Employers
item.slug = 401k-for-employers -
item = Investing
Investing
item.slug = investing -
item = Life in Retirement
Life in Retirement
item.slug = life-in-retirement -
item = Taxes
Taxes
item.slug = taxes -
item = Social Security
Social Security
item.slug = social-security -
item = Financial Planning
Financial Planning
item.slug = financial-planning -
item = Insurance
Insurance
item.slug = insurance -
item = Women in Retirement
Women in Retirement
item.slug = women-in-retirement -
item = Healthcare
Healthcare
item.slug = healthcare -
item = IRA, Pensions, 401(k)
IRA, Pensions, 401(k)
item.slug = ira-pensions-401k -
item = Estate Planning
Estate Planning
item.slug = estate-planning -
item = 401(k) Approach
401(k) Approach
item.slug = 401k-approach -
Advisor skipped
-
Advisor skipped
-
Advisor skipped
-
Advisor skipped
-
Advisor skipped
-
Advisor skipped
-
Advisor skipped
-
Advisor skipped
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
content.tag_list = [Investing, Retirement & Financial Planning]
content.tag_list[0] = Investing
tag = Investing tag = Retirement & Financial Planning
content.tag_list = [Investing]
content.tag_list[0] = Investing
tag = Investing
tag = [Investing]
3 Key Considerations about Mutual Funds
A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of mutual funds as a consolidator. They amass revenue from thousands of shareholders into one investment...
tag = [Investing]
3 Investment-Risk Considerations for People Over 50
Are you over 50? If so, how much risk do you have in your portfolio? This is, of course, a key question for anyone nearing (or in) retirement. But while it’s important, answering that question isn’t easy. Some financial professionals may prescribe...
tag = [Investing]
Beyond the 4% Rule
It’s no simple task to accurately calculate your retirement income needs all on your own. Sure, there are people who endorse something called the 4% Rule. But that one-size-fits-all approach neglects a lot of important variables, making it, at best,...
tag = [Investing]
What is portfolio rebalancing?
Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. This has to pay for my retirement! Will you please explain to me what rebalancing is, why it’s...
tag = [Investing]
3 Dangers of Chasing Dividends
Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in older, “name-brand” companies that paid a dividend. At first glance, these were household...
tag = [Investing]
The 3 Benefits of Working with an Independent, Fee-Based Advisor
When you hear the word “independent,” what comes to mind? It’s an important question for investors and people nearing retirement. That’s because, if you’ve yet to select an advisor, you’re: Looking for someone you can trust Going to want to work...
tag = [Investing]
Why It’s Critical to Work with a Fiduciary Financial Advisor
Positive Outcomes from the DOL to You Consider the word “fiduciary.” In April of 2016, the term “fiduciary advisor” finally gained some much-needed traction within the public’s consciousness when the Department of Labor (DOL) introduced its...
tag = [Investing]
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to...
tag = [Investing, Retirement & Financial Planning]
Readers Ask Their Questions: Semi-Liquid Investments Available?
Question: What non-stock options are available for a 72-year-old man? I’m retired and sitting on a pretty good amount of funds. I’m looking for investments that are semi-liquid and semi-safe. —Ben Answer: Ben, Without doing a full risk assessment...
tag = [Investing]
How Investors Can Prepare for the Pain of a Market Pullback
As an investor, if you’re feeling calm about this long bull market, don’t let the lack of volatility lull you to sleep. The risks of a pullback are still there. Do you actually know how your portfolio would react in another downturn? When was the...
.svg)
.svg)
.svg)
.svg)