Topics
Topic:
Financial Literacy & Fundamentals
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What To Think About When Rolling Your Company Retirement Plan Into An IRA
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first. The Department of Labor has outlined new rules for advisers to follow when rolling over retirement plans. Whether it is a 401(k) to an IRA or an IRA from one custodian to another,…
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Staying the Course No Longer Works?
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…
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Ways to Talk Yourself off the Ledge When the Entire Market Seems Like its Falling to Pieces
Nobody likes to see their investments decline, especially during retirement and the prospects of going back to work are not possible. The first thing to do is not panic – the more rational we are, the better decisions we tend to make. Markets can move very quickly in the other direction – 70% of the…
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Insurance Can Make or Break Your Financial Plan (Property & Casualty)
You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done. Having the correct property and casualty coverage is critical when it comes to…
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Biggest Mistake: A Great Stock and a Great Investment May Not Be the Same
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! “That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in…
