- The table below shows annualized returns for the period 1974-2013 for different categories of U.S....
- As of June 2014, the TIPS marketplace was valued at just under $1 trillion, representing ~ 8% of...
- Individuals own ~ 72% of all U.S. municipal debt; individual ownership exceeds any other financial...
- From the beginning of 2013 through the first five months of 2014, the MSCI Frontier Markets Index...
- Since the 2008 stock market collapse, investors have been dumping money into alternative funds. The...
- The purpose of an HSA account is to have access to pre-tax dollars to pay for medical expenses or...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- Several sources now provide sophisticated online services to help decide when and how to claim...
- Including the lump-sum present value (PV) of all future Social Security benefits plus home equity...
- As of May 2014, 421 (or 84%) of the S&P 500 companies paid dividends. Excluding the 2007-2009...
- Starting at age 50, there are a number of perks available to investors: Age 50 and older: Catch-up...
- According to research by Prof. Dichev, from 1926 to 2002, stock investors lagged the stock market...
- A 2014 tax case ruling has changed the 60-day rollover rule. Until recently, you could rollover...
- According to a May 2014 WSJ article, after 30 years, a $200,000 mutual fund investment (8% gross...
- An estate planning designation demonstrates to your peers, clients and prospects to you are serious...
- Several states, including California, Louisiana and Texas, have statewide matriculation agreements...
- The traditional rule of thumb is that the percentage of a portfolio in equities should be...