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September 01, 2010
Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.
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August 15, 2010
Most investors aspire to superior portfolio performance. It's what drives us to seek alpha, the additional return of a particular investment over its asset class. But alpha isn't necessary to surpass your fellow investors. By keeping in mind the 3 T's -- Timing, Transactions, and Taxes -- above average returns could be yours.
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August 01, 2010
President Barack Obama signed the long-debated 2,300 page financial reform bill, created in response to the abuses leading up to the recent financial crisis. "Sweeping" is an understatement for this bill, as it not only creates new agencies with broad powers, it includes some 243 rules that have yet to be fleshed out.
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June 27, 2010
It's almost impossible to achieve superior investment returns on a consistent basis. Almost. There are ways to improve the performance of your investments.
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June 15, 2010
As we throw open our doors to the warming air of spring, many of us start the annual process of giving our homes a thorough scrub. If only most investors followed the same practice.
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June 10, 2010
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May 27, 2010
Be sure you understand the rules and regulations about tapping into your retirement funds before you try to access them.
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May 01, 2010
With the wild gyrations in the markets lately, a slew of books are now here to aid you in this time of uncertainty. With a thick stack at my side, I was bound to find some gems.
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April 15, 2010
While Social Security was never designed to be the sole source of retirement income, it is a significant income stream and should not be dismissed but instead managed well.
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April 01, 2010
While much of the focus of the new health care legislation is on changes occurring in 2014, there are many provisions that could impact you within the next year.
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