All Financial Firms Are Not Created Equal
As consumers, before we make a purchase, we read the fine print and compare labels. Unfortunately, it’s not all that easy for investors to compare…
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Diversification: The Free Lunch of Investing
Among the most important tools available to investors is diversification. Diversification allows an investor to reduce investment risks while potentially improving investment returns. But even…
Beneficiary of a Roth IRA – What You Need to Know
When the account holder of a Roth IRA dies, most of the rules applicable to the beneficiaries of Traditional IRAs apply. However, there are some…
A Non-Spouse as Beneficiary of an IRA
When a non-spouse is named the beneficiary of an IRA, he or she has several options as to how to receive the IRA inheritance. If…
Social Security Benefits for Divorced Spouses
Whether you are currently divorced or you are going through a divorce, it is important to understand how social security benefits are impacted by the…
Government Policies and Your Investment Portfolio
Last February, Newsweek magazine ran a cover story entitled “We Are All Socialists Now” in which the authors, Jon Meacham and Evan Thomas wrote: “The…
Discipline is the Key to Investment Performance
Look at the financial magazines at the airport newsstand or turn on CNBC and you will notice that most financial news stories cover topics such…