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If you’re worried that stocks are expensive again, well, they are. The current bull market is making a run at history. But it’s also costly to stay in cash (and lock in zero income). Fortunately, it’s possible to buy some downside protection with yield. I understand the “I’m worried so I’m sitting in cash” concern.
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Credit: Getty Royalty FreeGetty Something is missing from your investment portfolio—Series I bonds. These federal savings bonds offer inflation and tax protection. Because brokers don’t peddle them, they are orphans, unwelcome and under-appreciated. That’s the compelling argument of Jason Lina, lead advisor at the Resource Planning Group in Atlanta: Larry Light: So in the words
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Patisserie Valerie was rescued by Irish private-equity firm Causeway Capital Partners after an accounting scandal pushed the U.K. cake baker into insolvency. Causeway Capital struck a deal for the assets and business of the cafe chain’s parent Patisserie Holdings Plc, according to a statement. Causeway Capital and the bakery chain’s new management, led by Chief
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Money manager Douglas Gordon is worried about a potentially widespread problem in long-term investors’ portfolios. Gordon, who’s instrumental in building Russell Investments’ asset allocation strategies, believes many investors haven’t rebalanced their portfolios to reflect the historic 2019 stock market rally. According to Gordon, the market rally’s robust gains are tilting investors too far into stocks.
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As our lives have been getting longer and healthier – compared to prior generations – some people advocate doing away with the concept of retirement altogether. In support of that idea, increasing numbers of workers report in surveys that they expect never to retire, and not just because they can’t afford to but often because they
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What’s unique about a 457 retirement plan? Getty A 547(b) plan is likely your main retirement savings option if you work for the state or local government, or certain non-profits such as a church. With a 547(b) things can be a little confusing because plans such as the 547(b) (and also 403(b) plans), typically get less attention. That’s a shame because
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In order to reach your wealth-building goals, selecting the right kind of investment account is as important as choosing an appropriate asset allocation. By taking advantage of tax-favored accounts, millennial investors can supercharge their nest eggs. An often overlooked but powerful wealth-building tool is the health savings account. Contributions to an HSA are tax-deductible, and
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Retirement financing takes planning — and some clients need a lot of it. True, clients are probably more conscious of growing their retirement accounts than ever before. And yes, contribution limits for 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan increases are due to creep up again next year, but hardly
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