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,...
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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...
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...
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...
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 . . .
A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the inheritors of IRA accounts. With a stretch strategy, the IRA account is passed from beneficiary to beneficiary, with the...
Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your investments. Short-Term Capital Gains For an explanation of short term capital gains, imagine Bob: Bob buys shares of Apple...