- The 60/40 (S&P 500/long-term government bonds) portfolio, rooted in modern portfolio theory,...
- At the beginning of May 2013, had a average yield of 5.2%, 4.5 percentage points above U.S....
- Roughly 20% of the nearly 50,000 issuers of U.S. municipal debt do not supply timely disclosures...
- From 1913 to the present, despite multiple “global energy revolutions,” the price of gas at the...
- The 3.8% investment income tax, which is being used to help pay for health care reform, took effect...
- According to Remodeling magazine, certain high-end home-improvement projects have a better payoff...
- By the end of March 2013, housing markets across the U.S. had seen substantial improvements in home...
- A 2013 report by Fidelty Investments estimates that a 65-year-old couple retiring in 2012 would...
- According to 2012 research by The Leuthold Group, investing in last year’s 2nd-best performing...
- In 2006, no load fund shares accounted for 63% of all fund sales recorded by advisors (source:...
- Yields on 10-year U.S. Treasury Bonds have been trending downward for the past 30 years (1983-2012...
- There are tax strategies to ease the burden for any of the following events: marriage, divorce,...
- There are a number of variables that can affect your Social Security benefits. Retirees and those...
- For the 1992-1993 academic year, the average debt for a BA graduate was $10,000; for the 2010-2011...
- Two in five U.S. households own an IRA. In 2006 and 2007, the Treasury Inspector General for Tax...
- Statistics show that someone age 65 and in good health can be expected to live for almost 20 more...
- There is an old Wall Street saying, “Sell in May and go away.” The strategy is also known as the “...
- Social Security statements include the phrase, “Total family benefits cannot be more than…” This...