Archive for July, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

July 26, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

  • Review assumptions using new approaches
  • Maximize your social security benefits
  • Consider impact of insurance products:
    • immediate annuities
    • longevity insurance
    • long term care insurance

RETIREMENT CALCULATORS

T. Rowe Price
Fidelity

Maxing out Retirement Savings

July 25, 2013

Retirement Pros, Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance, tell us how they have maximized their personal retirement savings.

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LOOK FOR THE POSITIVE TRENDS

July 19, 2013

• Great Investors search for what is working now and will work in the future

• Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets

 

DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!

July 19, 2013

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. Continue Reading »

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