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Archive for Category: Investing

A Primer on Private Equity

A Primer on Private Equity

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...

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How Do I Avoid the Risk of Stocks?

How Do I Avoid the Risk of Stocks?

For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps up with inflation. If so, there are a handful of investment options available, including . . .

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Short Term Investments

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options available for short-term investing: Treasury Bills Short-Term Bond Funds...

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Retiree’s - Is Your Money Safe at the Bank?

Retiree’s – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retiree’s biggest fears are investment losses. According to their study, 56% of retiree’s are “apprehensive that their investments will lose value in retirement.” This begs the question: is...

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