Investing
What Is Inflation?
Inflation is the increase in prices over time. Specifically, it refers to changes in the consumer price index.
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- Investing
What is a MYGA Annuity?
A multi-year guaranteed annuity, or MYGA, is very similar to a CD. It pays a fixed interest rate and is useful when you need a stable place for your money.
- Investing
Tax-Free Municipal Bonds
One of the easiest ways to increase your retirement income is to reduce your tax bill on that income. Tax-free municipal bonds can help you do that.
- Investing
Bond Price Calculator
To use the bond price calculator simply select what you would like to solve for. Below the calculator you'll see instructions.
- Efficient Market
Asset Allocation for Retirement
The asset allocation process is as much about managing risk as it is about investment performance. With this process you can deliberately manage your risk.
- Investing
Are Index Funds Good Investments For Retirement?
In this article I’m going to explain WHAT index investing is and WHY it is such a good strategy for your retirement.
- Investing
What are the Risks of Relying on Dividends for Retirement Income?
What are the risks of relying on dividends for retirement income? It exposes retirees to more risk than they probably realize.
- Book Review
The Hellhound of Wall Street - How Ferdinand Pecora's Investigation of the Great Crash Forever Changed American Finance
The Hellhound of Wall Street - An interesting story of Ferdinand Pecora and the investigation of National City and its role in The Great Crash.
- Book Review
Adaptive Markets
Adaptive Markets - Financial Evolution at the Speed of Thought by Andrew Lo is a deep dive into market theory.
- Investing
Asset Location is Important Too
That’s not a typo. While asset allocation is a common investment term, asset location is an often overlooked aspect of retirement planning.
- Investing
Inflation's Effect on Retirement Portfolios
Many retirement income strategies call for distributions to be adjusted for inflation. What is inflations effect on your portfolio?
- Investing
Bond Ladder - Secure Retirement Income
A bond ladder is a useful tool for providing security in retirement. A bond ladder can protect your investments from volatility.
- Investing
Bond Prices and Rising Interest Rates
Bonds are a common asset in retirement accounts. Whether held individually or through an ETF, most retirement accounts contain bonds.
- Investing
Sequence of Returns Risk in Retirement
The sequence of returns risk in retirement is the risk that investment returns come in an unfavorable order. You can do a few things to manage this risk.
- Investing
6 Events that Can Interrupt your Retirement Plans and What You Can Do about it
C.S. Lewis said, "You are never too old to set a new goal, or dream a new dream." Is it possible he could have known about today's retirement crisis? The truth
- Investing
Why are Investor's Returns Often Different than the Investments They Hold?
The average mutual fund investor tends to have worse returns than the average mutual fund. Behavioral factors have a lot do with this.
- Investing
Do Socially Responsible Mutual Funds Perform Well?
An important consideration of any investment strategy is the ability of the strategy to provide satisfactory results. Sustainable or socially responsible mutual
