Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost! The deals are so good, that you wonder if the merchandise is any good. “Perhaps,” you think to yourself, “they must be knock-offs. “Or,”...
Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the Dow Jones Industrial Average?" The answer to Phil's question simply has to do with which type of . . .
In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money offered by your pension? While there are multiple ways a pension fund can pay out benefits, we discussed three of the most common options...
You want to know how much money your investment is generating, right? This knowledge can help you determine if the investment makes sense for you. That is, should you give it the boot, or hold it forever? To figure out the return of any...
In the fiduciary model, the financial advisor is legally obligated to act in the client’s best interest. This legal obligation requires the fee-only financial planner to work for the client – and not for themselves. This begs this questions, "Why are brokers and other...
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity investments . . .
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