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Letters to a Young Investor: Lesson 10 — Lifestyle Creep
For many young professionals, there’s a moment that feels like a turning point. For the first time, you have the income to upgrade your life in ways that used to feel out of reach.
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Past Articles
Capital Gains Distributions
Tom Pappenfus explains in a Q&A why investors need to understand capital gains and their possible tax consequences.
Socially Responsible Investing
A new report from the Forum for Sustainable and Responsible Investment shows socially conscious investment assets have grown 76% to more than $6.5 trillion since 2012. Such expansion has helped broaden options and lower costs for investors, making it easier to do well while doing good, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Seeing how your equities are balanced
A style box can help analyze how equities are balanced, as Kyle Tetting shows in a MONEY TALK VIDEO. […]
The right mix of investments
By Bob Landaas I spent an hour recently with a client who was wondering about the right stock/bond mix. It’s an important question. Recently, the Wall Street Journal reported on research showing that since 1926, if you were invested 100% in stocks, you would have made 10% a year. If you had 60% in stocks, 40% in bonds, you would have made 9%. […]
Correlation: How investment balance can shift
Economic trends and other events can change relationships between investments, Kyle Tetting says in a Money Talk Video.
Efficiently allocating assets
The mix of stocks and bonds can make a significant difference in an investor’s risk-adjusted returns. That’s why it’s wise to focus on asset allocation, as Steve Giles shows in a MONEY TALK VIDEO. […]