WEEKLY QUOTE“A friendship founded on business is better than a business founded on friendship.” - John D. Rockefeller WEEKLY TIP If you are 60 now, there is a reasonable chance that you may live into your eighties or nineties. So with longevity in mind, plan retirement with wealth...
Investors in longer-term Treasuries could see some rocky road ahead. We have seen an epic “flight to safety” this spring. In April alone, $20.6 billion moved into bond funds, according to Lipper. In the same month, $12.7 billion left stock funds (which marked the 12th consecutive...
Investing timidly may shield you against risk ...
WEEKLY QUOTE“Your time is limited, so don't waste it living someone else's life.” - Steve Jobs WEEKLY TIP Too many retirement savers put a majority of their assets into a single stock (usually a company stock). Remember the merits of diversification. WEEKLY RIDDLE Two couples played paintball. Each person had blue, green,...
Another downturn? Or something much less severe? If Greece leaves the eurozone in the coming months, what kind of financial ripples could reach America? Nobody can predict the endgame yet; Greece may even stay in the euro, although that is looking less and less likely. The big...
Dollar cost averaging offers you a way to invest consistently and a chance to exploit some great buys. Are you investing inconsistently … or not at all? Inconsistent investment can sabotage your retirement savings efforts. There’s a way to avoid that problem: a strategy called Dollar...
WEEKLY QUOTE“Love is a friendship set to music.” - Joseph Campbell WEEKLY TIP Through tax-loss harvesting, long-term portfolio losses can be put to work. They may be used to offset long-term capital gains or to lower regular income. WEEKLY RIDDLE Name three consecutive days without using the words Monday, Wednesday, Friday, or...
WEEKLY QUOTE“Success is how high you bounce when you hit bottom.” - George S. Patton WEEKLY TIP New parents can sometimes spend a little too much on cute and trendy stuff. Here’s a test: will the item improve the quality of care for your baby? If not, leave it at...
WEEKLY QUOTE“Pleasure in the job puts perfection in the work.” - Aristotle WEEKLY TIP If marriage will give you a new last name, be sure to notify Social Security, your bank, and the investment and insurance companies with whom you have accounts and policies about the name change. WEEKLY RIDDLE You need to...
WEEKLY QUOTE “He who is not courageous enough to take risks will accomplish nothing in life.” - Muhammad Ali WEEKLY TIP If you and your partner aren’t married, it might be prudent to create a domestic partnership agreement that states how expenses are shared, how assets are owned, and how those...