Ever heard someone say an investment loss may be beneficial? Sounds counter-intuitive, right? Interestingly enough, there are situations in which an investment loss may be beneficial for your situation. Benefitting from investment losses involves tak...
Employers who sponsor defined benefit or cash balance plans may decide one day that the contribution requirements are too high or that they would prefer to provide retirement benefits through a 401(k) plan instead. In these cases, the companies might...
If you are going to be an investor, then you have to get used to the idea of market volatility. There’s simply no way around it.
See our recap of February's key statistics and market commentary to help guide your investment decisions.
According to a survey conducted by the American Institute of Certified Public Accountants (AICPA), financial matters are the most common source of discord in marriages. The survey found that financial matters are the source of three arguments per mon...
There is a perceived notion that technological advances have rendered actively managed mutual funds obsolete. However, nothing could be further from the truth. In point of fact, approximately 70% of U.S. assets are invested in actively managed funds.
Is Active or Passive Investing Right for You?
The decision between active and passive investing is not an easy one. One can see the arguments on both sides. In order to make an informed decision, it’s important to first understand the distinction between the two. Let’s take a look…
A Deeper Look at Cross-Testing
This is Part 2 in a two-part series on the mechanics of cross-testing.
EBARs: The First Step in Cross-Testing
This is Part 1 in a two-part series on the mechanics of cross-testing.
Going Beyond the Risk Tolerance Questionnaire
One of the most important factors to take into consideration when formulating an investing strategy is your level of risk tolerance. This will help determine whether you should choose more or less risky investments for your portfolio and retirement a...