Submitted by Matthew Armistead on Mon, 09/15/2014 - 9:00am
What kind of a portfolio return can you reasonably hope for? My goal, as an advisor, is to average 8.5% yearly. While no return is guaranteed, how can an investor reasonably hope to attain that performance?
Submitted by Brenda P. Wenning on Thu, 09/11/2014 - 9:00am
Unemployment, while somewhat improved, is still too high. One culprit is the huge baby boom generation, which is reluctant to retire.
Each day, another 8,000 baby boomers turn 65. The U.S. Census Bureau says there are more than 77 million baby boomers, defined as those born between 1946 and 1964. By 2030, all boomers will be over 65 and will represent about 20% of the population.
Submitted by Scott Keller on Tue, 09/09/2014 - 9:00am
You can make big money from hedge funds – especially if you run one. Otherwise, average investors in these holdings often face stiff fees that corrode returns. For proof, ask America’s premiere investing icon: Warren Buffett.
Submitted by Yale Bock on Thu, 09/04/2014 - 9:00am
The pending stock sale of Alibaba is good news for long-suffering Web portal Yahoo, which owns about a quarter of the Chinese e-commerce giant. But this could trigger a huge tax bill for Yahoo. How can it offset that? By using a tax maneuver involving floating new debt, John Malone-style.
Fighting again in the Middle East, oil prices and Wall Street volatile and apparently you need life insurance to fly certain airlines: In what seem scary times to invest, how do you cut through the clutter of panicky, short-term and just plain bad money strategies?
Everyone wants a strategy that builds confidence about investing – especially when everyone seems to be holding their breath. My answer: income investing, a way to generate consistent cash flow from your liquid investments.
Submitted by Raul Elizalde on Wed, 08/20/2014 - 9:00am
Don’t rush to get rid of bonds yet. Rising interest rates, which harm bond prices, are not in the offing. Despite good news on jobless figures, the Federal Reserve’s concerns about wages may keep rates low for longer than markets expect.
Submitted by Roger Wohlner on Fri, 08/01/2014 - 3:00pm
Alternative investments are all the rage these days. Think through all the details, though, before deciding if they fit your financial plans.
Mutual fund companies fall all over themselves to sell financial advisors and their clients on “liquid alts” easily bought or sold or on hedge fund-like strategies with the daily liquidity offered in a mutual fund wrapper.
Submitted by Jared Kizer on Mon, 07/28/2014 - 9:00am
No investment can perfectly hedge inflation, but placing some protection against inflation in your portfolio is still possible. Your best bets are short-term Treasury Inflation Protected Securities and commodities.
When evaluating whether an asset class effectively protects against inflation, we examine the correlation between the returns and inflation. The stronger the correlation is, the better inflation protection the asset provides.
Submitted by Roger Wohlner on Wed, 07/16/2014 - 9:00am
Are you a retiree with most of your retirement investments in stocks? Good idea? No: Even as the markets near or notch records every day, stay conscious of risks of not diversifying between classes of assets.
A recent Wall Street Journalarticle discussed how retirement savers are putting more money into stocks. Two excerpts: