Much has been written about the inadequate level of saving by Baby Boomers in America. Not a day goes by when you don’t see an article on the difficult road faced by aging boomers, who have not saved enough for retirement As a certified...
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One of the most challenging aspects of investing is evaluating investment performance. There is a never ending cornucopia of information about the stock market and the various investment products that are available. People spend a good deal of time comparing their investments to benchmarks...
However, while tax-deferred growth can be a good deal, paying taxes on the way out may be a bad deal in some circumstances. Recently, we came across that very circumstance. What differentiated this client was his plans for retirement. That is, he had some...
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is the time to buy. But, wait a second – how exactly does one invest in oil?
Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans offer tax-deferred growth. However, NQDC...
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of his investments. Concerned about his holding Super-short Duration Debentures mutual fund (ticker: SSDD), Charlemagne writes in to say . . .