What’s The Best Way to Own Gold? Most people who want to buy gold will usually take their retirement accounts and buy an ETF like GLD. They typically do this is because they do not know that there is another…
Mutual Fund managers make it easier to manage the required mix of stocks and bonds as you approach your retirement. Simply put, a higher percentage of monies are put in stocks with the longer the window until needed. For example, with…
If you’re looking to add more diversification to your portfolio, you might want to consider an allocation in physical gold. It just might be the answer you’re looking for, plus it is an additional asset class that may provide peace…
One of the most powerful tools wealthy people take advantage of is a self directed IRA. It provides the ultimate flexibility. The best part is that you can take advantage of all the benefits of a self directed IRA of…
In life sometimes we need to look backward to see where we are going. The same is true with investing. For me, how far I look back for perspective on the future depends on what type of investments I am…
On December 31, 2015, the SPDR S&P 500 Trust ETF (SPY) closed at $203.87. Ten years earlier, on December 31, 2005, the SPY closed at $124.51. Price appreciation over this time-frame was 63% (5.00% annualized). An investor who held on…
Yesterday we went Live on Facebook to have a Real Talk about Fixed Annuities with Mitch Fee of Kingsview. Our Facebook followers were astounded by Mitch’s strategic solution to the four major problems of the 2017 Retirement Crisis. If you missed it, you can…
Target Date Mutual Funds (TDF) are designed to adjust its asset allocation as the “target date” approaches to help investors plan for specific goals. For example, a 40-year old investor planning to retire in 25 years might choose a 2040…