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Letters to a Young Investor: Lesson 5 – Diversification
A crucial part of diversification is understanding the trade-off between risk and reward.
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Past Articles
Retirement investing: Where to begin
Investing for retirement takes direction from how you plan to spend your golden years and what resources you already have.
Retirement saving: Which IRA?
Understanding the differences between traditional and Roth IRAs opens up planning opportunities.
Investment insights via Snapshot
Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]
Watch bonds as rates rise
As the Federal Reserve gets closer to eventually raising interest rates, Steve Giles says investors should keep an eye on the durations of their bond holdings. Steve explains how rising rates affect bonds in a MONEY TALK VIDEO. […]
Investment balance: Find and keep
Finding balance between risk and return is key to long-term investing. Art Rothschild explains re-balancing also is needed.
Long-term care in retirement
By Adam Baley While there is no risk-free way to pay for medical costs in retirement, investors need to be aware of such potential out-of-pocket expenses and their options for covering them. They need to have a plan in place. A key concern is for your spouse – trying to make sure that long-term care expenses do not deplete your assets and leave nothing for your survivor. […]