As broad market indices such as the S&P 500 have set new record highs in 2014 and then recently became more volatile and retreated, many investors have become apprehensive. They fear another major decline is likely to occur and … Continue reading
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Volatility is Back
Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks … Continue reading
Making the Most of Your Pension: Lump Sum or Annuity?
While traditional, defined-benefit pension plans are going away, many baby-boomer pensioners are still confronted with the complex decision of how best to take their pension. Some plans may even offer the choice of a lump sum in lieu of a … Continue reading
Corporate Tax Inversions & Impact on U.S. Investors
Shifting profits abroad is nothing more than business as usual for large American companies and much confusion exists as to the impact on U.S. investors. So-called tax “inversions” hit the mainstream news media when U.S. medical device manufacturer Medtronic bought … Continue reading
Akron Area Ponzi Scheme & Transparency in Mutual Funds
A recently publicized Akron-area Ponzi scheme took in nearly $21 million from 47 people, SEC lawsuit says. A fake company was established that was marketed to investors as a business that buys and sells oil and refined fuel products. Investors … Continue reading