Month: September 2016

New Money Market Rules: Choice Between Safety And Yield

Money market funds are mutual funds regulated under the Investment Company Act of 1940 that invest in very short-term interest-bearing securities. Read More

/ September 21, 2016

Three Reasons Investing Is Like Fantasy Football

September means it’s time to start packing up the bathing suits and sunscreen.  The days are growing shorter, the hype of the Rio Olympics has faded (Lochtegate notwithstanding), and adults are discussing fake football.  That’s right, that annual rite of...

/ September 19, 2016

Look Past the Market Gyrations

Now is not the time to panic. [button link=”http://realmoney.thestreet.com/articles/09/13/2016/look-past-market-gyrations”] Read More Here[/button]

/ September 13, 2016

Your finances: Prepare for a tax hit during retirement

Ah, retirement. Carefree living, no more commute to a job, more time to spend with the family and lower taxes. [button link=”http://www.santafenewmexican.com/news/business/your-finances-prepare-for-a-tax-hit-during-retirement/article_79a91711-2736-56bf-9fd5-67798b996d4c.html”] Read More Here[/button]

/ September 5, 2016

Don’t Give Up the Emerging-Market Ship

Investing globally remains important, and the value status of emerging-market stocks continues to look attractive. [button link=”http://realmoney.thestreet.com/articles/09/03/2016/dont-give-emerging-market-ship”] Read More Here[/button]

/ September 3, 2016

Why I DON’T Hate Annuities

As an owner of a registered investment advisory firm which is fee-only, I should be expected to go along with the group think in my industry and hate annuities. The thinking on this is so strong that it almost raises...

/ September 3, 2016

Stick to Your Investment Philosophy

Despite what may be happening in the world, investors should keep their emotions in check. [button link=”http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2016-09-02/stick-to-your-investment-philosophy”] Read More Here[/button]

/ September 2, 2016

Would Donald Trump Be Better Off Investing In Stocks?

On August 10, 1985 Michael Jackson closed a deal to acquire ATV, a holding company owned by Australian financier, Robert Holmes à Court, for $47.5 million. [button link=”http://www.forbes.com/sites/katestalter/2016/09/01/would-donald-trump-be-better-off-investing-in-stocks/#6eee170f71a7″] Read More Here[/button]

/ September 1, 2016

Should You Pay Off the Mortgage or Boost Your Retirement Savings?

As retirement slowly creeps up, many people over 50 find themselves faced with a multitude of different questions and concerns about how they can best manage their money before they quit work. With children out of the house, education expenses...

/ September 1, 2016