MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY U.S. Stocks have led bull market Take some profits Reallocate to international stock markets True diversification means some “uncomfortable” investments European & emerging market stocks Include foreign small cap stocks Watch the related WEALTHTRACK episode.
Archives for July 2015
DOLL: SPIRITUAL GIVING
Nuveen Asset Management’s high profile Chief Equity Strategist and Senior Portfolio Manager Robert Doll has always been known for his prodigious energy and productivity. Where does he direct it in his personal life when he is not investing? Watch the related WEALTHTRACK episode.
Cortazzo & Franklin: Successful Retirement
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DIVERSIFY YOUR RETIREMENT PORTFOLIO
DIVERSIFY YOUR RETIREMENT PORTFOLIO International Developed Country stocks Emerging Market stocks Small, Midcap & Large U.S. stocks Outperformed U.S.-centric, large cap S&P 500 index Watch the related WEALTHTRACK episode.
FRANKLIN: SOCIAL SECURITY GURU
Veteran journalist Mary Beth Franklin has covered just about every aspect of personal finance and retirement planning in her years at Kiplinger’s and other publications, but in recent years she has narrowed her focus to become an acknowledged expert on social security benefits. She talks about her transition from generalist to expert. Watch the related […]
CORTAZZO & FRANKLIN: SUCCESSFUL RETIREMENT
When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one. How do we go the distance in retirement without running out of money? Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success.