Getty Do you know if your retirement portfolio is overexposed to growth stocks? Over the last decade, growth stocks have performed significantly better than value stocks. Over the past year, however, it appears the pendulum has swung to favor value stocks and recent data suggests the trend is accelerating. For the quarter just ending September
Retirement
Gifts have to be reported on Gift tax returns which are complicated! Getty If you are like many wealthy taxpayers, your CPA and/or tax attorney have just finished a grueling, down-to-the-deadline, tax filing for gift tax returns. Many of these gift tax returns were triggered out of prudent efforts by taxpayers planning to reduce their
Billionaire Warren Buffett, speaks during a news conference of International Metalworking Companies (IMC) in Dalian, Shangdon province, China, on Wednesday, Oct. 24, 2007. Buffett said investors should be “cautious” about China’s stocks as prices surge. Photographer:Kevin Lee/Bloomberg News BLOOMBERG NEWS Editor’s Note: The original version of this article was published in the October 2019 issue
Money sack and leaves with growing coin stack on green tree background. (Photo by / Getty) Getty Investors planning for retirement have a significant challenge on their hands, which is to generate enough income to maintain their desired lifestyle, explains Ben Reynolds, a leading specialist on income, a contributor to MoneyShow.com and the editor of
Getty By Sam Meenasian, Next Avenue Contributor Many boomers want to change careers for a variety of reasons: to reduce stress; to learn something new; to follow their passion; to find a change of pace or to stay ahead financially. But it’s easy to make mistakes and overlook factors that are critical to changing careers
Share to facebook Share to twitter Share to linkedin Recession fears have steadily risen this year. Getty Images Topline: Amid a backdrop of slowing economic growth, ongoing geopolitical concerns and almost 15 months of trade tensions, more Americans are worrying about a looming downturn this year, according to the latest Allianz Quarterly Market Perceptions Study.
Meet Dylin and Allison Redling. They spent most of their 20s figuring out what they wanted to do when they grew up. Neither had any serious ambition, or anything that looked like a comprehensive life plan. Dylin categorizes people as either go-getters, which he and Allison certainly were not, and slackers, a group he says
The logo for General Electric appears above a trading post on the floor of the New York Stock Exchange, Friday, Aug. 16, 2019. General Electric rebounded 6.7% after reporting late Thursday that its CEO had bought 250,000 shares of GE stock. GE had ASSOCIATED PRESS This morning, CBS News and other news outlets reported that
A 2018 Forbes article reported that the cost of college education is increasing almost eight times faster than wages in the United States. As these numbers continue to rise, it’s not surprising that many people are looking for assistance to defray education-related expenses. If you have adult children, partially funding your grandchildren’s education can be
A successful retirement doesn’t happen overnight; it’s part of a long process that starts many years before you draw your final paycheck. If you have the wisdom, discipline and foresight, retirement planning should start the day you enter the workforce. Admittedly, few people take this path. But if you get in the habit of making