Advisors

Boomers are more likely than other generations to take risks by investing some or all their retirement funds into starting their own business after leaving a corporate job, and they seek new and interesting ways to spend their retirement money that may or may not produce an income stream to help fund expensive retirement activities.
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Last year the JPMorgan Global Emerging Market Bond index had a total return of 9.1 percent. “We believe U.S. investors should have an allocation to emerging market bonds,” said Pablo Goldberg, a senior fixed-income strategist for BlackRock, which manages more than $24 billion in assets in a variety of emerging market bond funds. “They have
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However, corrections offer an opportunity to evaluate risk and how well positioned they are for an eventual bear market. By comparing the intensity, recovery and duration of corrections and bear markets and their impacts on investors, we can assess where risk management efforts should focus. Investing opens investors up to the possibility of losses —
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Buttressing optimism for the category is its immunity from the market’s trade-war fears: Small companies don’t tend to export much. Another factor is the tendency for economic expansion to increase earnings more down cap than up. Further, the delayed benefits of the tax cut should help domestic-centric companies proportionately more than multinationals. Small caps, which
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Many investors wonder when the right time will be to put some money in bitcoin. It’s a question that financial advisors increasingly hear these days. Yet advisors, for the most part, don’t recommend investing in digital currency, or in the investment vehicles that have cropped up around it, at all. In fact, earlier this year,
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Although more and more Americans approaching retirement are opting to age in place where they are, it’s no secret that many other retirees, in classic style, look to relocate once they’ve left their careers behind. “Some seek a lower cost of living, while others want beautiful scenery, warm weather or both,” said financial technology company
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Defined benefit plans may be especially interesting now to certain entrepreneurs, investors and professional practitioners with earnings too high to take advantage of the QBI, said Timothy Speiss, partner in charge of EisnerAmper Personal Wealth Advisors. “It’s very significant, and the 2017 tax legislation is important,” Speiss said. The Tax Cuts and Jobs Act passed
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“Active bond fund managers have been able to increase their returns [over indexes], by adding credit risk to their portfolios, especially over the last five years,” said Alex Bryan, director of passive strategies research at research firm Morningstar. “Anytime volatility picks up, you’ll see more flows into Treasurys, and active managers taking on more risk
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Are you ready to hire a financial advisor? If you have a good income but don’t fully understand how to reach your financial goals, then it might be time, said Winnie Sun, founder of California-based Sun Group Wealth Partners. “You’ll know when you need a financial advisor,” Sun said. More from Straight Talk:Micro-investing builds wealth
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Many of the changes to the tax code were covered extensively by mainstream media, including the tax bracket changes, the increase in the standard deduction, the elimination of personal exemptions, and the lowering of the corporate rate. When it comes to your personal financial planning and investments, here is a refresher to some of the
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The financial crisis, when virtually all financial assets except Treasury bonds fell dramatically, gave life to the so-called liquid alt funds industry. The funds invest in a wide variety of alternative assets and hedge fund-like strategies intended to not correlate with the returns on stocks and bonds. With such investments formerly available only to institutions
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Most fiduciaries — individuals who are required to act in your best interest — believe you should fully fund other retirement vehicles first, such as a 401(k), 403(b), IRA or Roth IRA. There is generally more flexibility in your investment options, lower fees and more transparency with these accounts. Investment advice should come from a
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