MoneyLetter Blog
The latest insights on the economy and the markets, investment strategies, and retirement
Balanced Funds Provide Portfolio Diversification
Balanced Funds Provide Portfolio Diversification A balanced fund is a type of hybrid fund which invests in two or more asset classes. Generally, balanced funds stick to a relatively fixed proportion of stocks and bonds but may also have a money fund component. Their...
The “Dual Narrative” of Retirement
By John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® From the retirement plan consultant’s perspective, there are two key constituents in our business: the organizations that sponsor retirement programs and the people that participate in them. Mostly, the various objectives...
The 10 Best Mutual Funds & ETFs to Buy Right Now
How does an individual investor make money during these trying economic times? Which investments are “in tune” with current conditions, and which are yesterday’s shooting stars? What investments should I make now to take advantage of profit opportunities? “The 10 Best...
IRA Planning with the SECURE Act
IRA Planning with the SECURE ActBy Kent A. Fitzpatrick, AIFA, GFS In the January 2022 issue, we wrote about the anniversary of the SECURE Act and some planning ideas related to IRAs (Individual Retirement Accounts). As we shared in a recent MoneyLetter Friends...
Is a Roth IRA a Good Fit for You?
This information above is printed with permission of Vanguard Funds (877-662-7447). It is part of a larger article, which includes a handy side-by-side comparison of Roth vs. Traditional IRAs. For the complete article – including the comparison table – visit your...
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