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Should I Stay or Should I Go? Housing Decisions in Retirement
A plan to meet housing needs is an important part of a retirement income strategy.
Maintaining Your Portfolio Is a Rebalancing Act
Markets bounce around, which means your portfolio will eventually look different than it did when you started. You’ll be taking the wrong amount of risk. We want to bring your portfolio back to where it should be through a process we call “rebalancing.”
What Happens After the Market Drops?
Staying disciplined and avoiding market timing are two of the best investing tips we could give whether the market is up or down, but what happens after the market drops?
Coverage Options for Long-Term Care Insurance Policies, Pt. 2
It is important to consider which expenses qualify for benefits.
Disciplined Investors Don’t Rely on Market Predictions
Authors Note: This article was originally published towards the end of January 2016. To put
Coverage Options for Long-Term Care Insurance Policies, Pt. 1
Both traditional and newer hybrid insurance policies carry a number of parameters and options to consider.
A Vanishing Value Premium?
Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented.
Can You Time the Market?
Over the long term, market returns need to be captured efficiently and consistently. Trying to guess when they occur is an impossibility that leads to the underperformance stated above. How difficult is it to time the market? Let’s look.
Hybrid Long-Term Care Insurance Policies
Attempts to combat concerns about traditional long-term care insurance have resulted in combination or hybrid products using an asset-based approach to fund long-term care.
Potential Concerns and Risks for Traditional Long-Term Care Insurance
The range of expenses covered by long-term care insurance varies, and it is important to understand what exactly is covered by a contract under consideration.
Prophets & Losses: Predicting the Market is a Losing Proposition
Right now there is a lot of noise in the system. The din of the
Two Options for Funding Long-Term Care
I discuss two options for funding long-term care: self funding and Medicaid.
