Captivating Convertibles
Convertible securities are income-producing corporate bonds or preferred stocks that can be exchanged for common stock at a set price. …More
Convertible securities are income-producing corporate bonds or preferred stocks that can be exchanged for common stock at a set price. …More
If you buy someone else’s insurance policy, in a senior life settlement, you’ll also want a sponsor who can avoid …More
In today’s low-interest-rate climate, some lenders are throwing money at home buyers. Offers might include 100 percent financing and interest-only …More
Large-company growth stocks may be ready to rebound. Over the last five years, large-cap growth funds have lost 7 percent …More
If you have a youngster going to college, don’t assume that you won’t qualify for financial aid just because your …More
Economic growth is often better in those countries with the greatest economic freedom. The Heritage Foundation measures economic freedom in …More
As an investor, you may not want to have all of your eggs in the U.S. basket. Among other reasons, …More
Investors seeking to include bond funds in a diversified portfolio need to be careful these days. With a flat yield …More
Named after a section of the Internal Revenue Code, so-called 529 plans have become popular vehicles for college savings. Withdrawals …More
In some jurisdictions, informal meetings with the assessor are allowed, in order to appeal a property tax assessment. You might …More
Instead of withdrawing money from your IRA, you might convert part of your traditional IRA to a Roth IRA. Suppose, …More
For many people, home ownership is a major financial goal but today’s soaring prices make it difficult to find an …More
For retirees, the years between ages 59 1/2 and 70 1/2 provide a window for tax shelter: * After 59 …More
Generally, legal fees are not deductible. However, you may be able to write off money you spend for tax or …More
Roth IRAs may be a good choice for young people. When people are starting to work, they’re in the lowest …More
If you live in an area where real estate appreciation has been extraordinary, home ownership might not be the automatic …More
If you get a large refund from the IRS each year, you’re making interest-free loans to the IRS throughout the …More
So far, 2005 has produced a bull market–in oil prices. From around $43 per barrel in early January, prices have …More
Tax-exempt municipal bonds behave differently from Treasury bonds or corporate bonds. Besides the difference in tax treatment, munis are less …More
Joint accounts owned by unmarried couples can create tax headaches. To see how this might occur, suppose that Mark Nixon …More
Some surviving spouses have faced a problem under the tax code. Suppose, for example, Alice Baker is the beneficiary of …More
If you itemize deductions on Schedule A of your federal tax return, you can deduct charitable donations. There are some …More
Under a new federal law, contributions made to a 529 savings account for a child, grandchild, stepchild, or step-grandchild more …More
Improper asset ownership might trigger estate tax. Suppose, example, that Ron and Teri Smith are married, with a total of …More
The Federal Reserve’s raising of short-term interest rates might be good news for yield-hungry investors, if you know where to …More
Generally, putting a non-spouse’s name on an account won’t trigger a gift if assets aren’t withdrawn by the new co-owner. …More
Assets held in custodial accounts under the Uniform Gifts To Minors Act (UGMA) or the Uniform Transfers to Minors Act …More
When someone dies without a will his or her assets will be distributed according to state law, not the decedent’s …More
Many retirees rely upon their investment portfolios to support their lifestyle. If you start receiving Social Security benefits at the …More
If you’re searching for a trusted financial advisor, keep these pointers in mind: * A good advisor finds the facts …More
TSP | L Income | L 2020 | L 2030 | L 2040 | L 2050 | G Fund | F Fund | C Fund | S Fund | I Fund |
---|---|---|---|---|---|---|---|---|---|---|
Feb | 1.29% | % | 2.74% | 3.2% | 3.62% | 0.33% | -1.41% | 5.34% | 6.03% | 2.74% |
YTD | 1.66% | % | 3.15% | 3.62% | 4.04% | 0.67% | -1.6% | 7.1% | 3.48% | 2.51% |
10yr | 4.1% | % | 6.98% | 7.73% | 8.34% | 2.35% | 1.63% | 12.69% | 8.64% | 4.75% |