The Short Answer: Bonds in a Rising Rate Climate
May 31, 2018 -Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?
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Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?
Social comparisons were strongly correlated with financial well-being.
Investors spend a massive amount of time trying to make all the right moves and not enough time avoiding the wrong ones.
Our take on the recent sell-off
Scaling back appreciated equity positions can do more for you than reduce risk.
Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.
The key going forward is to learn from past behaviors and avoid repeating previous mistakes.
We remain committed to a long-term perspective.
HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.
Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.
Implementing the right systems can help keep valuable financial records safe, accessible, and organized.
From contributions to conversions to distributions, do not fall into these traps
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
There are cases where owning life insurance in retirement makes sense
Evaluate your situation before dipping into IRA assets from a deceased loved one.
De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.
The most critical factor in maintaining a vacation home is intrafamily dynamics.
The true answer to most questions is, "it depends"
Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.
