Category Archives for Retirement

Investing Shortcuts - The Music is About to Stop

The Music Is About to Stop. Are You Prepared?

In life sometimes we need to look backward to see where we are going. The same is true with investing. For me, how far I look back for perspective on the future depends on what type of investments I am considering. I recommend that people break up their portfolios in more ways than just asset […]

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Everything You Need to Know About Gold IRAs

How Does a Gold IRA Work, Exactly?

What’s The Best Way to Own Gold? Most people who want to buy gold will usually take their retirement accounts and buy an ETF like GLD. They typically do this is because they do not know that there is another option when it comes to buying gold. What if I told you that there is […]

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Compounding of Dividend Reinvestment Explodes Returns

Dividend Reinvestment Explodes Returns

On December 31, 2015, the SPDR S&P 500 Trust ETF (SPY) closed at $203.87. Ten years earlier, on December 31, 2005, the SPY closed at $124.51. Price appreciation over this time-frame was 63% (5.00% annualized). An investor who held on to his SPY holdings would have also been paid dividends every quarter starting out with […]

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[VIDEO] Real Talk - Fixed Annuities

[VIDEO] Real Talk – Fixed Annuities

Yesterday we went Live on Facebook to have a Real Talk about Fixed Annuities with Mitch Fee of Kingsview. Our Facebook followers were astounded by Mitch’s strategic solution to the four major problems of the 2017 Retirement Crisis. If you missed it, you can still catch this eye-opening discussion of the most overlooked financial crisis today below… And how […]

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Challenges of Target Date Mutual Funds

Challenges of Target Date Mutual Funds

Target Date Mutual Funds (TDF) are designed to adjust its asset allocation as the “target date” approaches to help investors plan for specific goals. For example, a 40-year old investor planning to retire in 25 years might choose a 2040 or 2045 Target Date Fund. Today, a fund such as this is likely to have […]

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