Asset allocation is how investors divide their portfolios among different assets that might include equities, fixed-income assets, and cash and its equivalents. Investors ordinarily aim to balance risks and rewards based on financial goals, risk tolerance, and the...
If you are looking to retire in five years, now may be a suitable time to do a realistic retirement-needs analysis. The last five years before retirement may be a significant period, at least in terms of retirement preparation. This is because you must assess whether...
Talk of a US recession has been on the rise as Wall Street investors continue to speculate on the potential risk factors of a struggling economy. Here’s how you can prepare for a recession if you are retired. How Does a Recession Affect a Retired Person?...
Picking the right asset allocation was relatively easy for investors over most of the last 14 years. Since the end of the Great Financial Crisis in 2009, and with the fed funds rate sitting between zero and 2.5 percent, it’s been stocks, stocks, and more stocks. But...
It’s easy to put off…no one likes to think about death or how things will be when you’re gone. But comprehensive estate planning is essential when it comes to arranging and distributing your assets after you pass. The peace of mind that comes to you when you know your...
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