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Alternative Investments: With Their Rise in Popularity, Are They Right for You?
Dan Mathews, CFP®
When I was a kid, picking something off the McDonald’s menu was easy because there were limited choices. Today, my kids have several choices and they can even get breakfast for dinner! For investors, selecting a mix of stocks, bonds, and cash has traditionally been considered enough to create a well-diversified portfolio. Much like the menu at McDonald’s, the menu of choices for investors has evolved to include several “alternatives” to satisfy their appetite for higher risk-adjusted returns. So, what are these “alternatives”, why are they becoming so popular, and do they have a place in your portfolio?
Protecting Your 401(k) from Market Swings
Marguerita Cheng, CFP®
Even the most robust markets are prone to periodic downturns. Protecting a 401(k) against a sudden market decline is a concern shared by many investors. How do you safeguard your retirement account from fluctuations in the market?
Long-term Care Health Planning 101
By Marty Reid, CFP®
With life expectancy on the rise, retirees face the risk of outliving their money. During the later years, covering costs for custodial care can be astronomical. Since these costs are not covered by health insurance and Medicare, a sound financial plan should include long-term care planning.
The Biggest Mistakes People Make With Social Security
Eleanor Blayney, CFP®
It’s easy to get your Social Security retirement benefits wrong. The claiming rules are diabolically complicated. What you receive depends on all sorts of variables–such as how long you worked and what you earned, for whom you worked, your age at claiming...
Long-Term Investing – The Key to Consistent Returns
By Larry Stein, CFP®
The stock market is back to its volatile ways, swinging up and down with startling frequency. It’s enough to make you lose faith in the stock market and stash your cash in the mattress.
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