Archive for Investment
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What is an Annuity and How does it Work?
Thanks to the recent market crash, and the subsequent losses many have seen in their retirement plans, annuities are gaining in popularity. Annuities are complex, with many subtleties and it can be difficult to figure out exactly what you are being promised. You will want to visit with a financial professional to review whether an [...]
Investing in Economic Recovery
The word is that the recession is over. And with bulls enthusiastically making a run at Dow 10,000, there are thoughts of economic recovery. While it is important to consider that volatility is still a part of the equation, and understanding that this economic recovery is supposed to be a rather gradual one, it is [...]
Elements of a Financial Checkup
You have a financial plan, now what? Regular financial checkups need to be a key part of your ongoing financial planning. This is an exercise that has best results when performed at least quarterly, so that you can keep tabs on where you are at, and catch deviations from your financial plan early on and [...]
Investing Basics: Asset Allocation using 10-5-3 Rule
In the ongoing series on Investing Basics, we look at Asset Allocation. The 10-5-3 investing rule uses the long term estimated returns of various asset classes to help determine one’s asset allocation. We investigate how this strategy works and what are the potential pitfalls of using this strategy.
Investing Basics: Technical Analysis
Technical Analysis is the practice of evaluating investments based on historical prices and volume trends. As part of the Investing Basics series, we take a brief look at how technical analysis is used.
