As humans get older, our bodies aren’t what they used to be, and neither are our minds. When it comes to financial decision making, it’s up to you to recognize the need for a transition plan.
The debate of active vs passive investing has been raging since the 1970s. Proponents on both sides offer up what they claim to be objective evidence that supposedly supports their respective positions. If you are not that familiar with the active versus passive debate, read on.
People often wonder if they should invest in real estate. Depending on who you ask, opinions will vary. Real estate investing can be a lucrative and rewarding venture, but it’s essential to tread carefully and thoughtfully because not everyone is cut out to own real estate.
Socially responsible investing (SRI) is an investment strategy that gives the individual options to allocate capital towards companies whose practices align with their personal beliefs and values, and exclude companies that are not congruent with their social, moral, environmental, political, and/or religious beliefs.
Investment risk refers to the possibility of losing some or all of the money you have invested in a particular asset or security. The higher the risk we are willing to take, the higher the return we can expect to receive and vice versa.
Asset allocation is an investment strategy that attempts to balance risk versus reward. It aims to do this by adjusting the percentage of each asset in the investment portfolio according to the investor’s risk tolerance, goals and time frame.
A self-directed IRA is a specialized retirement account for investing in alternative investments that are not allowed in a traditional IRA. Learn about the pros and cons of this type of investment option.
Investing in real estate is another way to diversify your portfolio. Learn about 4 strategies if you want to invest in real estate.
When you hear the term ‘portfolio diversification’ with regard to your investments, you might believe you’ve got a clear concept of it: don’t put all your eggs in one basket. But there are many categories and degrees of risk that each of your ‘eggs’ can encompass.
We are familiar with the old adage that to be a successful investor you must buy low and sell high. I’m not sure anyone would argue this fact but unfortunately for most people this is a rather elusive concept. Why?
Investors are always looking for ways to diversify their portfolio. To do this, they often look to various types of funds that can provide this diversification without having to buy individual securities. Mutual funds or exchange traded funds (ETFs) are two of your options.
Fixed annuities will provide a guaranteed pay-out at a rate of return over a period of time. The rate of return usually mimics current interest rates. What could ever be bad about that? Let’s find out whether a fixed annuity is right for your retirement portfolio.
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