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 […]
Kass: Emerging Recovery?
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CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO
SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS American Funds New World (NEWFX) NEWFX data by YCharts Harding Loevner Emerging Markets (HLEMX) HLEMX data by YCharts Vanguard Emerging Markets Stock (VEIEX) VEIEX data by YCharts Watch the related WEALTHTRACK episode.
KASS: EMERGING DIFFERENCE
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?
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.
Laperriere – High Election Stakes
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