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The Investment TIPS You Should Care About

The U.S. began issuing Treasury Inflation-Protected Securities (TIPS) in 1997. Backed by the full faith and credit of the U.S. government and assurances that inflation cannot eat away at their value, TIPS provide a risk-free asset for U.S.-based investors.

What Is The Bond Yield Curve?

Understanding the relationship between bond risk and time to maturity and duration of a bond provides the basis for understanding the bond yield curve. The yield curve shows the yields to maturity for a series of bonds — typically U.S. Treasury bonds — with the same credit quality but different maturity dates, along with the term structure for interest rates.

Do You Need to Diversify Your Bonds?

We spend a lot of time talking about the importance of diversification. We have to look at bonds a little differently; they come with different risks than stocks.

Do You Understand How Bonds Work?

Before we can discuss bonds in depth, it is important that we establish a common understanding of what bonds are and how they work. As a starting point, a bond is a contractual obligation to make a series of specific payments on specific dates.

A Simple Way To Keep Your Portfolio In Line

Investing isn’t simply picking the best funds or building your perfect portfolio. Keeping your portfolio in line over the long term is just as important (if not more so).

When Tax-Loss Harvesting Makes Sense (And When It Doesn’t)

tomatoes on the vine ripening

Tax-loss harvesting, when done right, is the equivalent of turning your financial lemons into lemonade, by converting your market losses into tax savings. Successful tax-loss harvesting lowers your taxes without substantially impacting your long-term investment outcomes.

A Terrible Way To Protect A Retiree From Inflation

People seem to think commodities (especially gold) are suitable guards against inflation. I want to explain why that’s not true, and tell you about some of the much better tools available.

I want to explain why that’s not true – at least over any useful time frame – and then tell you about some of the much better tools available.

The Art of Asset Location

You’ve probably heard a realtor tell you that the 3 most important factors in a property’s value are location, location, and location. There’s a similar rule for investments: asset location. Where your assets are located within your portfolio matters.

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Travel in Retirement:

New Options and Opportunities

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Dan Veto, CSA

Tuesday, July 23rd

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