- 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...
- For 2013, the S&P 500 was up 32.4%; the average 529 college-savings plan returned 14%
- 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...
- The consensus of Wall Street strategist’s at the beginning of each year has been quite mixed when...
- Following the previous year’s best performing advisory newsletter would have resulted in an annual...
- Often times, poorly performing funds are liquidated or merged into a better-performing fund.
- The financial services community generally believes workers should save enough to replace 75-85% of...
- The Economy: 2013 vs. 2000 The table below compares a number of economic indicators from the...
- Over the past 100 years, U.S. stocks tend to dip in mid-December after rising earlier in the month...
- There are two main types of options: calls and puts. The investor can either buy or sell the option.
- Each year, S&P Dow Jones Indices looks at the percentage of actively managed mutual funds that...