Investing

Don't Forget About Year-End Investment Planning

As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your long-term goals more efficiently. Here are some steps that might help.

How to Choose the Right Investments

When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to their sheer number and, in many cases, their complexity.  In addition to understanding how different investments work, it is essential for investors to know if they are suitable for their particular needs and risk tolerance.

Are Alternative Investments Right For Your Portfolio?

Are Alternative Investments Right For Your Portfolio?

In recent years it would be difficult to read any financial newspaper or website without seeing headlines about “alternative investments”. This term is rarely defined by media accounts but seems to encompass hedge funds, private equity, infrastructure investments, as well as real estate.

Active vs. Passive Investing – Game On

Unquestionably there is an excitement that emanates from the world of stock picking, where fortunes are won and lost on trading floor arenas, and stock sleuths frantically search for the next Apple or Google.

Benchmarking Mutual Funds: Are You Missing the Mark?

As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing every ounce of gains that have been produced over the last couple of years.

Importance of Timing a Roth IRA Conversion: An Example

Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason is that you'll be depleting IRA assets that might otherwise be available to grow on a tax-deferred basis.

Saving for College: 529 Plans vs. Roth IRAs

529 plans are vehicles tailor-made for college savings. But some parents like the flexibility of using Roth IRAs. So how does a favorite of the college savings world stack up against a favorite of the retirement savings world when it comes to putting money aside for college?

Contributions

How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

Why You Should Prioritize Retirement Savings over College Savings

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

Saving or Investing: Is There a Difference?

Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences. Understanding these differences and taking advantage of them may help you in working toward financial goals for you and your family.

Saving

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