Latest articles by Staff
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3 Ways To Leverage Your Health Equity For Better Life Insurance Rates
Sponsored Studies show that the average retiree will need $280,000 just to pay for medical expenses.
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Bear-Market Defense: Here’s Your Best Game Plan
Sponsored increasingly nervous.
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5 Ways to Make $1 Million Last 30 Years in Retirement
Sponsored Content From SmartAsset
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Coordinating Your Financial Life Can Lead to a More Prosperous Retirement
The devil is in the details. That’s a lesson learned the hard way by many investors who thought their financial planner had dotted every “i” and crossed every “t,” only to find their nest egg wasn’t fully adequate to achieve their financial goals.
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Comprehensive Financial Consultants Celebrate A Quarter Century of Helping People Set and Achieve Wealth Goals
In the 25 years in which Comprehensive Financial Consultants (CFC) has helped people create and attain personal financial milestones, they have also navigated six Presidential elections, weathered the “tech bubble,” and maneuvered in the slow climb out of the Great Recession.
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Poor Asset Allocation is the Greatest Threat to Your Nest Egg*
Here’s the thing about your nest egg…it’s your nest egg.
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For Client Families, Advisors Leave Nothing to Chance
When longtime financial industry veterans Tricia S.
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Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)
Sponsored Content From Keybank
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Wasatch Small Cap Value
Kip 25 Manager Jim Larkins calls Small Cap Value a “fallen angel” fund.
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A Sneaky Risk to Retirement Savings Many Investors Overlook
Sponsored Content From Personal Capital
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Interest Rates Are Up, But Don’t Shy Away From Bonds
Sponsored Content From Personal Capital
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Estate Planning in a Digital World
Sponsored Content From Keybank
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Fidelity Strategic Income
Kip 25 Expense Ratio: 0.68%Fidelity Strategic Income balances higher quality, investment-grade bonds with junkier, higher-yielding bonds to deliver protection in down markets and more income than the bonds in the Bloomberg Barclays U.S.
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AMG TimesSquare International Small Cap Fund
Kip 25 Magnus Larsson and Robert Madsen run the fund with three analysts.
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A fresh new approach to retirement planning
Sponsored Jerry: Yes.
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How to Vet a Contractor
real estate Before you agree to work with a particular remodeling company, here's what you need to know.
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Oakmark International
Kip 25 Oakmark's managers are classic bargain hunters.
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Pimco Income D
Kip 25 Managers Dan Ivascyn and Alfred Murata divide the go-anywhere fund into two parts: One invests in high-yielding bonds, such as non-agency mortgage-backed securities and emerging-markets debt, that should perform well in a strong economy; the other holds high-quality debt, including Treasuries, that should rally in a weak economy.
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T. Rowe Price International discovery
Kip 25 800-638-5660T.
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Metropolitan West Total Return
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Baron Emerging Markets
Kip 25 Manager Michael Kass favors fast-growing businesses with sustainable competitive advantages and a high return on invested capital (a measure of profitability).
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T. Rowe Price Blue Chip Growth
Kip 25 Expense Ratio: 0.72%T.
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FMI International
Kip 25 As a rule, the fund’s nine managers protect their foreign holdings from the effects of currency swings.
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Vanguard Equity-Income
Kip 25 Two shops run this fund.
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