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Article Archives 2003Seniors: Beware of Buy And Hold InvestingIf you are retired or near retirement, you need to understand a major weakness of the popular Buy and Hold strategy of investing. Read on to learn what it is and how you can protect yourself. The Mutual Fund Scandal You Aren’t Hearing About Lately, the press has focused on the Mutual Fund Late Day-Trading Scandal. But there is another scandal that could have had a much greater impact on your investments. The NASD estimates that “investors did not receive discounts in approximately one out of every five transactions that were eligible for discounts.” Empower Your Investment Decisions Choosing the right type of investment doesn’t have to be difficult or confusing. In a moment, I’ll share a simple analogy that will empower your investment decisions. Year-End Tax Strategies Can Save You A Fortune Along with decking the halls and last minute Christmas shopping, there is still time to save you fortune in taxes next April. But you must act before December 31st, so read on. Beware the Wolf in Sheep's Clothing Could your financial advisor sheep really be a wolf? Read on to find out. I’ll also share practical steps you can take to keep from getting fleeced. What To Do When An Investment Goes Bad We always hope for the best when we enter into an investment, but what happens when things don’t work out as planned? Follow this simple advice to make the most out of a bad situation. She Came Out of Nowhere “If you’d hit her in the passenger door, you probably would have killed her,” the officer told me as I looked over the crumpled front of my mini-van. I was a bit shaken, but relieved. It could have been so much worse, especially for ‘Marge’. Mutual Fund Scandal: What You Should Do The news of scandal has recently rocked the $7 trillion mutual fund industry. If you own a mutual fund, are wondering how this might affect you and what action you should take, read on. Performance Really Does Matter Hey Guys, it turns out performance really does matter! No, I’m not talking about what you think—I’m referring to the performance of your investments! One mistake people often make is forgetting that investment performance impacts their lifestyle. How Do You Like These Odds? Are you a gambler? Do you like to play the odds? Here are some real-life odds for you to consider: 90% of people become incompetent before they die! Of course, your spouse might not think you’re of sound mind right now, but that’s beside the point! If you don’t take action, you could needlessly cost your spouse thousands of dollars and countless headaches in order for them to make decisions on your behalf. How To Make $10,000 in 10 Minutes Did you know that your broker, insurance agent or advisor can make $10,000 in 10 minutes by getting you to buy an annuity? It’s true. That’s why one of the most important factors you should consider when choosing a financial advisor you can trust is how they get paid. Consumer Alert: Equity Index Annuities Seniors and retirees need to be aware of the dangers of investing in an Equity Indexed Annuity. Read on to find out how to protect yourself. Don’t Be Left Holding The Bag Ned almost lost the farm that had been in his family for 8 generations! We’ve all heard that ‘The Devil is in the details.’ It is especially true when it comes to estate planning. Make sure you don’t make the same mistake Ned did. Bum or Shining Star? Is your financial advisor a bum or a shining star? Read on and I’ll show you a simple way to find out! Drunk Driver Ruins Financial Future Clyde and Claudette’s financial future is now ruined! Make sure it doesn’t happen to you. These tips will help you protect yourself from the time-bomb that devastated them. It's YOUR Money: Make Sure You Keep Control Of It! One of the biggest mistakes I frequently see investors make is needlessly losing control of their money. Any time you pay a hefty commission or face surrender penalties in order to get YOUR money you lose control. Losing control severely limits access to YOUR money and limits your flexibility to make changes. This can trap you in an under-performing investment adding years to the time needed to reach your goals. New Column Empowers Investors Are you suffering from financial stress? Maybe you’re one of the millions of Americans who watched their retirement savings plummet in value over the past several years. A recent study reported that 40% of workers expect to postpone retirement for at least 8 years because of the recent Bear market. Some retirees have even been forced back to work in order to make ends meet. |
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