Understanding the Funded Ratio
Everyone wants to know where they stand with their finances – Will I be able to have the retirement I want? Do I have enough? Roughly how far do I have to go? Am I overfunded (believe me, it happens)?
What is a Bond Ladder?
Bond ladders sound like another complicated finance concept only investing geeks understand, but they’re actually pretty simple. The easiest way to view them is as though you’re setting up your own annuity by prepaying for at least some of your income in retirement.
How Should an Overvalued Market Affect Your Investment Plan?
Markets don’t move capriciously. They move because something new has happened – new information has arisen. The tricky part is that we don’t know what new information will arise.
