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Spending Retirement Income Can Be Risky
on May 31, 2010
with No Comments
The most common request we get is for a back-of-the-napkin calculation of future yield, interest or income. But rather than being a conservative withdrawal rate, this strategy may actually lead people to spend too much.
Avoid the “Ring-of-Fire” Countries
on May 24, 2010
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A few months ago Bill Gross, co-founder of PIMCO and the country’s most prominent bond expert, singled out those countries heaping significant deficits on their mountain of debt and called them “The Ring of Fire.” We recommend that you reduce your investments in these countries.
Should you invest IRA Funds in Real Estate?
on May 21, 2010
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Real estate could be a great investment right now.
Stop-Loss Orders Can Lose Money Quickly
on May 17, 2010
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Thousands of investment advisors recommended stop loss orders to their clients. Now it looks like this advice may have been the cause of the May 6, 2010 market plummet.
Now’s Still the Time to Buy a House
on May 10, 2010
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Everyone is expecting real estate to underperform the stock market for many years going forward.
Should You “Sell In May And Stay Away”?
on May 3, 2010
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When the saying first circulated, May was flat. Since 1987, however, May has done phenomenally well, averaging 2.11%.
Appreciating Assets Part 2: Other Investments
on April 26, 2010
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Your investments should be working for you, appreciating more than inflation to become an engine of growth that pays you money and provides some measure of financial freedom.
The Fragility Of Freedom At 60%
on April 19, 2010
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In just three short years we’ve added more to the deficit as a percentage of GDP than in the three decades before.
The Fragility of Freedom at 60%
on April 19, 2010
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In 1977 economist Milton Friedman wrote an article “The Line We Dare Not Cross: The Fragility of Freedom at ‘60%.'” We are in danger of crossing that line.
Radio: Taxation and Inflation
on April 8, 2010
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David Marotta discusses how to shield your personal assets from the corrosive influence of government policies.
Appreciating Assets Part 1: Stocks and Bonds
on April 5, 2010
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All assets are not equal. Some investments appreciate better on average than others.
ObamaCare Is the Worst Legislation in 75 Years
on March 29, 2010
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Everyone in our risk pool will order filet mignon. First the costs will skyrocket. And then the meat will be rotten.
Avoid Budget Busters Part 4: Budgeting Pitfalls
on March 22, 2010
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Sometimes we make the mistake of deliberately budgeting the impossible. If you purposefully set the required spending in one category too high, you won’t be able to trim other categories to bring your overall spending into harmony.
Avoid Budget Busters Part 3: Plan on Budgeting Surprises
on March 15, 2010
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Many budgets are doomed to failure because of the challenge of planning for unplanned spending. Here are some of the items you either did not put in your budget or they shouldn’t be in your spending.
Radio: George Marotta’s Experiences And Career
on March 9, 2010
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George Marotta is a research fellow at the Hoover Institution pursuing research on international finance.