What Do I Do With My Retirement Plan Accounts?
For those retiring soon, there are several options to consider when deciding how to handle assets saved in company-sponsored retirement plans.
It’s Important To Be Educated
Overview: The following are some key investing principles that investors should know. The Importance of Education It is our desire and intent to educate clients about how capital markets work and to provide them with the information necessary for their...
A Message Worth Repeating
Overview: Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same...
Rules of Prudent Investing
Overview: The following rules can help investors build and adhere to a well-designed investment plan. The following investing guidelines may be instrumental in giving investors the best chance of achieving their financial goals. Constructing an Investment Plan Recognize that the...
Resolutions for 2013
Overview: Author Carl Richards, director of investor education for the BAM ALLIANCE, shares his views on New Year’s resolutions. The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and...
Lessons From 2012
Overview: Each year, author Larry Swedroe, director of research for the BAM ALLIANCE, takes a look back at the investing lessons the markets provided in the past year. Introduction Over the majority of 2012, our collective attention was focused on...
Understanding Medicare Options and Late Enrollment Penalties
Overview: Enrolling in Medicare can be overwhelming. The following looks at enrollment periods for different coverage options. Medicare health insurance is a dense topic. Each of the various options have specific coverage and enrollment periods. To select the best coverage...
Delaying Social Security Benefits
It can be tempting to begin taking Social Security benefits the moment you are eligible. The following discusses some reasons why you may want to delay taking your benefits. You’re ready to retire and have paid a lot into the...
Debunking Hedge Fund Myths
This article looks at six myths surrounding hedge funds and some of the reasons why many high net worth investors continue to invest in hedge funds despite growing academic evidence and reports by more than a few in the financial...
Madoff Scandal Draws Attention to Hedge Fund Risks
Investors around the country and around the world may have experienced some panic when the scandal involving Bernard Madoff — described as a $50 billion Ponzi scheme — became known. Some investors may be wondering if their assets may fall...
