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Archive for September 2019

What Type Of Annuity Typically Utilizes Mutual Funds?

A variable annuity typically utilizes mutual funds. An annuity pays income on a regular basis, usually monthly, to the holders. With a variable annuity, money is invested in subaccounts. Similar to mutual funds, they are investments that participate directly in whatever the investment is. Variable annuities can go down or up depending on the stock,…

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How Are Most Stocks Bought And Sold?

Investment Portfolio Needs: Retirement Income- Look at purchasing investments that generate dividends or interest payments. Growth- Look at purchasing investments oriented towards appreciation in the price of the investment.  

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Want to Retire Rich? Do These Three Things in Your Forties

Retiring rich is something we all dream of, but it requires dedication and planning to make this dream a reality. For many Generation X-ers, it’s a dream that could be beyond reach without intervention. A new study from the Transamerica Center for Retirement Studies showed that only 14 percent feel they will have saved up enough to live comfortably in retirement. This stunning statistic illustrates the importance of using your forties to examine your financial preparation for your retirement years.

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What Type Of Investment Has The Least Amount Of Risk

Every investment carries risk. The key is to understanding what risk the investments themselves carry and what risk you are comfortable with and is appropriate for your financial circumstances. I’ll discuss what type of risk is uncomfortable and what kind of risk is good for you.

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What Are Mutual Funds?

A pooled investment. There are dozens or hundreds of investments. Your money is invested in many different investments, but in one single purchase. Phantom Tax: If another investor decides to buy or sell shares, there could be an activity, even if you are doing nothing, that could cause taxation for you.

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Two Heads Are Better Than One

These days it seems like you can hop on YouTube and find a way to DIY pretty much anything, but when it comes to building your retirement nothing can replace the value of face-to-face, personalized advice. Having someone knowledgeable to guide you and hold you accountable, is an invaluable resource for building a stronger retirement.

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What Does ROI Stand For?

ROI : Return On Investment- In percentage terms it is the rate of return that an investment has historically given. Is the rate of return on investment consistent with the historic return or has it deviated? I will discuss here.

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