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The Smarter Investor

February 2013


Are You Holding the Right Kind of Gold?

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After reading my article title you may be thinking, “Here is another wealth adviser downplaying the long-term gold bull market.” Quite the contrary: For years I've been a big fan of having an allocation to gold and, to a lesser degree, silver, and it’s easy to conclude that the long-term trend in ...

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TAGS:
investing
mutual funds

Understand Your Rollover Options

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Have you heard someone talk about “rolling your money” and wondered what the heck that means? This is a financial industry term, and you’re not crazy if you don’t know.

A rollover is a method of moving money from one account to another account. Typically, the term rollover is used to describe what ...

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TAGS:
investing
mutual funds

Is It Too Late to Buy Stocks?

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Money has been pouring into stocks globally over the last few weeks, as investors have grown more comfortable taking risk—and less comfortable missing gains. It’s not hard to see why they might feel this way. Several key sources of worry have receded, including the dreaded possibilities of going ...

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TAGS:
investing
mutual funds

Retirement Basics: IRA or 401(k)?

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There are many similarities between a 401(k) plan account and an individual retirement account (IRA). But there are also differences that can make them more difficult to understand. If you get these two retirement savings vehicles mixed up, or you really don’t fully understand what either is,

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TAGS:
investing
mutual funds