Archive for April, 2016

SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

April 15, 2016

SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

GUARANTEED FOR LIFE INCOME

  • Immediate annuities
    • Payouts start immediately upon purchase
  • Deferred Income Annuities
    • Payouts start at a future date
  • Qualified Longevity Annuity Contracts (QLACs)
    • Approved in 2014
    • Used in IRAs, 401(k)s, approved retirement plans
    • Fixed Income Annuities
    • Excluded from traditional required minimum distributions
    • Can be deferred to age 85
    • Can be left to beneficiaries

Watch the related WEALTHTRACK episode.

Kass: Emerging Recovery?

April 8, 2016

This page is here for technical reasons. Please click here for the episode page.

CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO

April 8, 2016

SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS

    • American Funds New World (NEWFX)

NEWFX Chart

NEWFX data by YCharts

 

  • Harding Loevner Emerging Markets (HLEMX)

 

HLEMX Chart

HLEMX data by YCharts

 

  • Vanguard Emerging Markets Stock (VEIEX)

 

VEIEX Chart

VEIEX data by YCharts

Watch the related WEALTHTRACK episode.

KASS: EMERGING DIFFERENCE

April 8, 2016

EMERGING DIFFERENCE

Before Michael Kass launched the 5-star rated Baron Emerging Markets Fund in 2011 he managed funds focused on big companies in developed markets. We asked him what the biggest difference was between investing in developing markets and established ones.

Watch the related WEALTHTRACK episode.

KASS: EMERGING RECOVERY?

April 8, 2016

Emerging markets roared back from multi-year lows in March. Michael Kass, Portfolio Manager of 5-star rated Baron Emerging Markets Fund says it’s a trend not a trap.   Continue Reading »

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