Value and growth both sound great. What investor would not want a good value? Of course, we want growth too! These investing styles have become cemented into investing dialogue over the last 25 years but many investors still … Continue reading
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Ten Can’t-Miss Predictions for the Markets in 2016
In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. However, there are ways around that. The ignominy that goes with … Continue reading
The U.S. Valuation Premium and the Emerging Market Malaise
Global equity markets have once again become rocky and emerging-markets stocks have gone from the penthouse to the outhouse. Even though the recent volatility has pulled the U.S. market back to approximately break-even so far in 2015, returns have been … Continue reading
Budget Act of 2015 Significantly Alters Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 was signed into law on November 2nd and has been popularly reported as avoiding another debt ceiling fiasco. However, the act also has created major changes to Social Security and particularly claiming strategies that … Continue reading
Why You Will Live Longer Than You Think
How long are you going to live? None of us knows, of course, but you are likely underestimating your life expectancy. Life expectancy is important for a variety of financing planning issues—including, of course, how long your … Continue reading