Latest articles by Kurt Fillmore, Investment Adviser
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Rising Interest Rates, Falling Bonds and a Possible Way Forward
annuities Bonds aren’t offering the stability they used to, so if you’re looking for an alternative, here’s one possibility to consider.
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Are You Taking Advantage of the Current ‘Tax Holiday’?
tax planning The tax picture is scheduled to change in the not-too-distant future, so now is a good time to make some moves to capitalize.
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Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
retirement planning For many investors, the short answer is no. Here’s why, and what you might consider instead.
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6 Things to Think About When You Get a Pension Payout Offer
Making Your Money Last Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.
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How Investors Can Get Out of a Low-Return Rut
investing A traditional stock-bond portfolio just might not hack it in the next few years, so retirement savers need to consider some outside-the-box investment strategies.
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Investors: How to Protect Yourself From Adviser Conflicts of Interest
investing Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.
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Why You Should Invest in Dividend Stocks
investing Plus, what to look for when you do.
investing
