One of the most important decisions retirees make is when to claim their Social Security benefits. We review key strategies to help you maximize your potential lifetime benefits.
’Tis the season for many in the financial community, as well as pundits in the media, to make bold predictions for the year ahead. [Read more…]
Taxes can be one of the biggest investment expenses, but despite this, we often wonder if taxes are an afterthought for many investors. Indeed, mutual fund companies—and the financial media, for that matter—usually tout returns on a pre-tax basis. [Read more…]
Investors certainly had their share of discouraging economic news in 2012—a continued tepid recovery here in the United States, along with the “fiscal cliff,” ongoing travails within the Eurozone, and a slowdown in several key emerging markets, notably the so-called BRIC countries (Brazil, Russia, India, and China). [Read more…]
With the Federal Reserve recently announcing its intention to continue holding short‑term interest rates at or below 0.25% through mid-2015, while also launching an open‑ended, third round of bond purchases (also known as quantitative easing) aimed at lowering longer‑term rates, the prospect of higher rates appears to have been deferred for the time being. [Read more…]