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The Battle of the Funds
Eleanor Blayney, CFP®
It’s the annual performance play-off between index funds and actively-managed funds. One more quarter to go to determine this year’s winner. There may be an upset this year, after a long string of index fund wins. As a result of market volatility and the ability of managed funds to mount an active defense, they are predicted to come out ahead.
Uncertainty is Inevitable
By Steven Podnos, MD, CFP®
Most planning aims to have enough money accumulated at retirement to support a desired lifestyle for an expected lifetime. But we don't know anything about the future.
Tripwires and Target-Date Retirement Funds
Scott Ward, CFP®
Do you have any tripwires for your workplace retirement account? What’s your quality-check process for determining whether or not your current investment allocation is a good fit for your own financial needs? What real-life circumstance would cause you to stop and say, “That’s a deal-breaker for me!”?
Considering Making a Major Gift? Here Are Some Questions to Ask
Joel T. Redmond, CFP
There is a form of charity commonly practiced – the sharing of a substantial portion of one’s wealth with organizations expressly designed to use that wealth to benefit others. But what can potential donors do to ensure that their largesse achieves what they intend it to – for the community at large as well as their own families? Here are some important questions that you should ask with respect to making a major gift.
Disability Insurance: Protecting Your Most Valuable Asset –Your Paycheck
By Shannah Compton Game, CFP®, MBA
If you were asked the question, “What is your most valuable asset,” you might reply, “My house,” “my car,” “my art collection” or “my prized boat.” Those are all great achievements in life, but would you be able to have any of these things if you didn’t have the biggest asset of them all – your paycheck?
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