Retirement & Financial Planning Report

“Absolute returns,” bull market or bear, are deemed to be a virtue of hedge funds but these vehicles literally are …More

Over the past five years, the Russell index of small-cap value stocks has returned about 15 percent per year. Small-cap …More

If you’re asked to back a startup business, don’t invest unless the people responsible for the company have put together …More

Usually, IRA withdrawals before age 59 1/2 are subject to a 10 percent penalty tax in addition to regular income …More

Investors looking for exposure to commodities may choose to participate in managed futures funds. In these funds, one or more …More

Through the third quarter of 2005, the Russell 2000 Index of small-cap stocks was showing a 3.38 percent total return …More

To determine how much life insurance you’ll need, you should go through this comprehensive process: Project major expenses Do you …More

In some areas of the country, assisted living communities often require a sizable upfront payment. A senior might sell a …More

A study by three Yale professors has examined international stock market correlations over the past 150 years and found that …More

Taking capital gains may move you from the regular income tax to the alternative minimum tax (AMT). When this happens, …More

For a real estate investment with reduced risk, consider a low-income housing venture that qualifies for federal tax credits. These …More

Mutual fund managers, like all investors, are prone to emotional mistakes. They buy on whims and hold onto poor choices …More

Retirees may be able to increase their net cash flow significantly, with this strategy: Buy life insurance, getting quotes from …More

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Housing prices continue to go through the roof. According to one report, the median price for a home in the …More

The Federal Reserve has raised short-term interest rates throughout 2005 and there is no sign the Fed will cease this …More

So-called “quant” fund managers don’t spend their time meeting with company management or dialing in to analysts’ conference calls. Instead, …More

You might want to name your children or grandchildren as beneficiaries of your IRA. This approach will significantly increase the …More

With low-income housing deals, there are no restrictions on investors’ income. You can make $50,000, $100,000, $500,000, even $5 million …More

The primary motive for international diversification has been to take advantage of the low correlation between stocks in different national …More

Housing prices continue to go through the roof. According to one report, the median price for a home in the …More

The Federal Reserve has raised short-term interest rates throughout 2005 and there is no sign the Fed will cease this …More

So-called “quant” fund managers don’t spend their time meeting with company management or dialing in to analysts’ conference calls. Instead, …More

You might want to name your children or grandchildren as beneficiaries of your IRA. This approach will significantly increase the …More

With low-income housing deals, there are no restrictions on investors’ income. You can make $50,000, $100,000, $500,000, even $5 million …More

The primary motive for international diversification has been to take advantage of the low correlation between stocks in different national …More

Using custodial accounts to hold assets for children is simple, inexpensive, and effective for income tax savings. There are drawbacks, …More

Treasury Inflation Protected Securities (TIPS) have become popular because the principal is adjusted upwards every six months to provide inflation …More

Are you interested in a simple investment strategy that offers: Low cost Low risk Low maintenance Better performance than most …More

After reaching age 14, a youngster is treated as a single taxpayer: he or she will be taxed at 10 …More