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Why You Should Be Invested Right Now
(Main Content/blog)
... and savings accounts. And while long-term investments in stocks and other assets may rise and fall in the short term, history shows over the long run they help investors beat inflation and earn enough ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... insulate the economy, Washington unleashed waves of stimulus spending, and the Federal Reserve kept interest rates low while buying up assets such as real estate loans. Whether rising prices are a temporary ...
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What the Elections Mean for Your Investments
(Main Content/blog)
... may want to shift from riskier assets into more defensive ones. The bottom line is that selling out or making impulsive moves—perhaps influenced by your politics—is not in the best interest of your portfolio. ...
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How to Lose Money in the Stock Market
(Main Content/blog)
... of your greatest assets is time, with its power to slowly but surely compound your wealth. Successful investing is about time in the market, not timing the market. If you'd like a no-obligation review ...
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Choosing the Right Advisor
(Main Content/blog)
... charge a fee based the total amount of assets they manage for you. Brokers are paid to sell investments; they earn commissions each time you buy a stock, bond or other investment, which can create conflicts ...
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Will Wall Street Clean Up Its Act?
(Main Content/blog)
... decreed that anyone giving advice about retirement assets will soon have to meet a higher ethical standard. The bad news: The new rules are riddled with loopholes that will make it possible for much of ...
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An End-of-Year Financial Checklist
(Main Content/blog)
... It's important to review your beneficiary designations to ensure your assets, from retirement accounts to insurance proceeds, will go to the people you want to have them. If you think you're too busy ...
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The Best Ways to Take Required Minimum Distributions
(Main Content/blog)
... 4% of the company you're employed with. And remember, you'll still have to take distributions from your IRAs and other 401(k)s. Rolling IRA Assets into a 401(k). For a small group of savers, it may make ...
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Beware of the Bond Bears
(Main Content/blog)
... assets like stocks or real estate. There are many different types of bonds, each with distinct characteristics. There are investment-grade corporates and high-yield corporates. Treasuries, mortgage-backed ...
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Choosing the Right Advisor
(Main Content/blog)
... charge a fee based the total amount of assets they manage for you. Brokers are paid to sell investments; they earn commissions each time you buy a stock, bond or other investment, which can create conflicts ...
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Finding Bond Bargains in ETFs’ Wake
(Main Content/blog)
Exchange-traded funds have been around only about 20 years, but they're already a huge business: As of late 2012, there were nearly 2,200 ETFs in the United States, with assets of $1.3 billion. What's ...
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An Auto-Industry Legend’s Lesson for Investors
(Main Content/blog)
... earn a set fee based on the amount of assets they manage for a client. And they are legally bound to put their clients' interests ahead of their own. Brokers are held to a weaker standard of client care, ...
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Beware of Retirement Benefit Pitfalls
(Main Content/blog)
... When people divorce and remarry or have more complex estates built for them, but fail to properly update their designations, a real mess can ensue, with survivors battling over the assets in court. Finally, ...
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How to Save Your Family 101
(Main Content/blog)
... Your last will and testament is another critical document. A will allows you to specify how your assets will be distributed upon your death. If you die without a will, the state decides who gets what, ...
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WEEKLY ECONOMIC UPDATE
(Main Content/blog)
... than waiting until the tax filing deadline of the following year. That way the contributed assets will have more time to compound. WEEKLY RIDDLE They can run side by side for thousands of miles; ...
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Trust Documents
(Main Content/widow steps)
You may or may not have trust documents, depending on what planning was done before the deceased passed. If they do exist, they will include a key document that governs the deceased's assets. ...
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Tax Returns
(Main Content/widow steps)
Tax returns will help us to track down assets that might or might not be known to the beneficiaries. ...
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Social Security Cards
(Main Content/widow steps)
Social Security Cards are helpful when filling out information to transfer assets and benefits to the deceased person's beneficiaries. ...
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Trust Documents
(Main Content/guidelines)
You might or might not have trust documents depending on what planning was done before the deceased passed. If one was made, it would be helpful to have the document that governs the deceased's asset
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Tax Returns
(Main Content/guidelines)
Tax returns are great documents that will help me track down assets that might or might not be known to the beneficiaries. ...