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This year’s Bedel Financial Forum was another great evening with an engaging and thought-provoking speaker! Jeffrey Kleintop, chief global investment strategist for Charles Schwab, joined us to discuss the state of the international market and what that could mean for investment portfolios. Read on for a recap of his insights.
Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.
Recessions are a fact of life in the world of investments, but there are ways you can help to protect your portfolio from periods of economic downturn. Because no one can accurately predict just when a recession will hit, it’s important to be prepared. Read on for our tips and strategies on preparing your investments to weather the storm.
Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?
Interest rates are on the rise! What does this mean for your money? Well, it could be good or bad news depending upon where you keep your cash holdings. We’ve outlined how rising interest rates could affect your loan rates, credit card rates, investment returns, and more. Read on to ensure you’re getting the most yield from your cash holdings while those rates continue to rise.
When contemplating a pregnancy or an adoption, be sure to understand your employment benefits. Parental leave policies and insurance benefits can cover associated costs as well as provide income while you are away from work.
With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.
Financial institutions are a dime a dozen these days, so how do you know which one is right for your needs? We explore the different types of banks to help you better understand the pros and cons and make an informed decision.
Many investors aren’t aware of their ability to borrow against their portfolios. But margin loans, at times, can be an effective tool for securing needed funds. It’s critical to ensure you understand the tax implications, as well as what a margin loan might mean for the overall health of your portfolio. Read on as we discuss the pros and cons of margin loans and whether they might be right for you.
Is your child’s identity at risk? That might sound like a crazy question, but young children are prime targets for identity theft. We’ve outlined how children’s identities can be stolen, warning signs to look for, and what you should do if you find out your child has become a victim.
If your investment portfolio is exposed to economies whose currencies continue to depreciate against the U.S. dollar, the risk in your portfolio can rise. What causes this and what does it mean to you? Anthony explains this growing trend and how to be sure you’re comfortable with the amount of risk in your portfolio.
If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%!