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Tax-Free Wealth Transfer: This Season's Best Gift
Tweet Share on Facebook October 28, 2011 Comment (2)
Last December’s estate tax legislation was an exceptional present for families. For the next two years, tax laws were enacted to raise the gift-tax exemption from $1 million to $5 million for individuals and from $2 million to $10 million for couples. -
What's With All of the Fund Changes?
Tweet Share on Facebook October 27, 2011 CommentIf you’ve carefully selected the funds for your 401(k) plan account, it could be irritating to learn that your plan sponsor is changing the investment line-up.
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Why Your Investment Portfolio Is Not Diversified
Tweet Share on Facebook October 27, 2011 CommentSome people think investing is all about picking the right stocks to “beat the market.” Peter Lynch and Warren Buffett are fabled stock pickers. Wall Street would certainly have you believe this notion because “beating the market” rings their register. And then investors are told that they should be diversified. Does that mean owning 30 stocks? Which 30? And what’s the point?
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401(k) Investment Strategies Through the Years
Tweet Share on Facebook October 26, 2011 Comment (2)The past several years have been rough on 401(k) participants. The 2008–09 market decline had a devastating impact on many participants nearing retirement, both in terms of their account balances and their psyche. Meanwhile, the recent declines this year have renewed the fears of many 401(k) investors.
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Why Investors Don't Need Multiple Advisors
Tweet Share on Facebook October 25, 2011 Comment (14)Some people like to spread their money between two—or even three—investment advisors. They believe they’ll have better diversification in the market. Or maybe they believe it’s best to “hedge their bet” among different advisors to reduce their risk of loss.
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REITs in 2011: Mistake or Opportunity?
Tweet Share on Facebook October 21, 2011 CommentIf you were invested in REITs (real estate investment trusts) this year, you may be wondering if you had your head on straight when you made that decision.
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Keep Your Feelings in Check This Black Monday Anniversary
Tweet Share on Facebook October 20, 2011 CommentMonday marks the 24-year anniversary of Black Monday, the 1987 stock market crash that nearly broke the system.
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Who's Occupying Your Portfolio?
Tweet Share on Facebook October 20, 2011 Comment (1)The Occupy Wall Street movement has become a topic of national discussion.
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Unemployment: Cause or Symptom?
Tweet Share on Facebook October 19, 2011 Comment (3)I have spoken to many experts and read numerous articles that say that unemployment is the reason our economy is stumbling. Do I agree? I’m not sure.
[In Pictures: 6 Numbers Every Investor Should Follow.]
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Ignore Inflation at Your Own Risk
Tweet Share on Facebook October 19, 2011 CommentInflation may seem like a non-existent threat in today’s economy. In fact, we are hearing about the possibility of deflation on some of the financial newscasts.
