- The consensus of Wall Street strategist’s at the beginning of each year has been quite mixed when...
- 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...
- Since 1865, the U.S. has gone through 30 economic expansions, not counting what has happened since...
- A 55-year-old male buying long-term care insurance can expect to pay ~ $2,000 a year for $165,000...
- The first table below shows take-home pay; gross pay after taxes.
- Before we discuss the U.S., consider Spain, which annually spends $11 billion a year (~ 1% of its...
- Using annuity ladders is very similar to bond laddering: different positions maturing at different...
- Do Not Supersize Your AnnuityFixed-rate and variable annuities provide a number of solutions for...
- ATRA was signed into law in early 2013. This legislation makes permanent a number of estate...
- In 2009, Calpers realized it was paying anywhere from $20,000 to $120,000 within California for...
- Since its August 22, 2011 peak, gold returned -30% as of the beginning of September 2013. The last...
- Perhaps the best advice to always follow is to rely on: common sense, patience, thrift, realistic...