A shocking 56% of Americans have no estate plan at all, according to a new survey from the senior-living referral service Caring.com. Either they assume...
Portfolio Strategy
All Portfolio Strategy Articles
What Is a Fixed Index Annuity (FIA)?
Retirement used to be a lot simpler. You relied on pensions and Social Security to carry you through your golden years. Nowadays, market volatility, rising...
Portfolio Management: How to Minimize Risk and Maximize Returns
Managing your investment portfolio during your working years is relatively easy—you can stash your 401(k) money in target-date funds, all-in-one portfolios designed to simplify retirement...
What’s the Optimal Portfolio Rebalancing Strategy for You?
Conventional wisdom says you should regularly rebalance your stock-and-bond portfolio back to your original long-term allocations. It makes sense to automatically reduce winning positions that...
