REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE Workers with a financial plan much more confident about retirement than those without a plan Easy to get a retirement plan check-up online ONLINE CHECKUP JONATHAN POND’S SMART PLANNER Online financial planning service Access anonymously Low-fee SHERYL GARRETT’S GARRETT PLANNING NETWORK […]
REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE
Sargen: Financial Game Changers
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KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS Record low interest rates Bond portfolios are expensive Yields are extraordinarily low Watch the related WEALTHTRACK episode.
SARGEN: FINANCIAL GAME CHANGERS
What are the biggest financial game changers of this decade? The unprecedented cycle of global central bank easing and low interest rates? The dramatic decline in oil prices? Fort Washington Advisors’ Nick Sargen discusses the economic and market moving shifts in energy, inflation and central bank policy – and what they mean for investors
Eveillard: Legendary Value Investor
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INVEST WITH SOME TRUE VALUE INVESTORS
10 VALUE FUNDS 1999- 2003 Average Annual Return Group Average +10.8% S&P 500 – .57% COMMON VALUES Owned limited number of carefully researched companies Long-term orientation with low portfolio turnover Substantial investments in their funds Watch the related WEALTHTRACK episode.