Articles

9Aug, 2018

What is portfolio rebalancing?

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. This ha [...]

28Jun, 2018

3 Dangers of Chasing Dividends

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in [...]

8Feb, 2018

Will I Outlive My Money?

One of the greatest questions older Americans face as they think about retirement is, "What will it cost?" There is no simple answer, but one thing is lik [...]

15Dec, 2017

Tax Reform and Your Retirement

With a final version of sweeping tax reform hitting the Senate floor next week, we may likely see the Tax Cuts, and Jobs Act signed before the end of this yea [...]

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