Posts Archive

Financial Education

Mixing Equity and Income in Your Stock Portfolio

July 13, 2011
, , ,

Low interest rates have been a boon for homeowners, but the picture hasn’t been so rosy for income investors. Yet some people have overlooked one income-producing investment category that may also help with other financial objectives, such as reducing portfolio volatility. What is it? Equity-income investments. Learning the Basics Long-term investors often purchase equities for…

Read More

Lifestyle Funds: Designed for the Tests of Time

July 6, 2011
, ,

Wouldn’t it be great if there were investment options designed with your exact needs in mind that allowed you to stay focused on building financial security for retirement? Actually, such investments do exist. They’re called lifestyle funds, and they may be available through your employer-sponsored retirement plan. Lifecycle funds, also known as target-date funds, are…

Read More

Five Ways to Help Measure Investment Risk

June 29, 2011

Investors who are concerned about market volatility should examine their investment choices from all angles when constructing a portfolio — evaluating not only return, but risk too. There are a variety of risk measures that may come in handy. Of course, numbers don’t tell the whole story, but they may help you determine whether owning…

Read More

Tips for Lowering Your Auto Insurance Premiums

June 19, 2010
,

If you have not reviewed your auto insurance policy within the past two years, you may want to consider the following steps that could help you save money. Although these tips are designed to be helpful, keep in mind that your driving record and the area where your car is domiciled can significantly influence your…

Read More

Fixed Annuities: The Missing Piece of Your Retirement Planning Puzzle?

June 19, 2010
, ,

Increasingly, the responsibility for funding a comfortable retirement is shifting from the employer and the government to the individual. Many people contribute to employer-sponsored retirement plans and IRAs, but there is another tax-advantaged retirement vehicle that shouldn’t be overlooked: annuities. Annuity Essentials An annuity is a contract between an individual and an insurance company. They’re…

Read More

Five Steps to a Simpler Financial Life

June 17, 2010
, , , ,

 For many Americans, financial life seems to be getting more and more complicated. Perhaps that’s because more workers bear responsibility for their own retirement savings thanks to the proliferation of 401(k) and other plans. Or maybe it’s because there’s so much information and so many investment choices to sort through. Whatever the case, here…

Read More

Pursue Tax-Advantaged Income with Municipal Bonds

March 18, 2010
, ,

When it comes to bond yields, sometimes less is more. While municipal bonds, or “munis,” usually have a stated yield several percentage points below those on comparable corporate or government bonds, the interest paid on municipal issues is generally exempt from federal and, in some cases, state and local taxes. For that reason, a municipal…

Read More

Get In Touch

Share On Social Media