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The Smarter Investor

August 2013


Be Leery of These Financial Products

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Just because you can buy a particular financial product doesn't mean that you should. Here are several that you should at least be leery of and that you might consider avoiding altogether.

High-Cost Variable Annuities

I'm not a huge fan of variable annuities. My issue is not so much with the product ...

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TAGS:
investing
mutual funds

3 Risks of Investing in Bank Loans

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Bank loans might be a worthy investment in your overall portfolio. The asset class has a relatively stable return profile, they pay a coupon that rises as interest rates rise (and falls as interest rates fall) and they are the first in line to recover losses if a borrower defaults. But there are ...

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TAGS:
investing
mutual funds

When Should You Delay Retirement?

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 I have a buddy who was planning to run a marathon this summer.

He put in a lot of groundwork to build toward it. The training required sacrifice and dedication. Then he hurt his back and had to take it easy for a few months. 

He's better now, but he made a really tough decision: he's delaying his ...

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TAGS:
investing
mutual funds