A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI's) including Structured Notes and CD's.
Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We're here to help you move up the ranks.
"For the average American couple at age 65, home equity makes up more than two-thirds of their total wealth, according to 2011 U.S. Census data. More specifically, the median net worth for married couples age 65 and older is $284,790. Of this amount, $192,552 is in home equity, and $92,238 is in non-equity assets, including [...]
Read this before you claim your Social Security benefit. Don't make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.
What is the rate of return on a lifetime fixed annuity? The answer depends on the amount of money you must invest upfront, the amount of income you will receive annually, and how long you will live....
1. “You cannot invest directly in an index…” 2. Bonds are safer than stocks.... 3. Options are riskier than stock... 4. Smart money invests in Hedge Funds and Private Equity... 5. Buy and Hold is dead... & Five more myths debunked...
Are annuities a good investment? The short answer is probably not...