• Diversify Before Your Retirement With In-Service Distributions By Yulian Isakov
  Many don't know this, but if you are currently participating in an employer-sponsored retirement plan such as your 401(k) plan, you may not have to .... your retirement savings are eligible to be rolled over, and make the request for the rollover. Your financial advisor will guide you through the process.

• An often-overlooked investment opportunity: Non-traded REITs By Yulian Isakov
  Residential properties are one great way of owning a piece of real estate for investors, but it is certainly not the only way. Investing in commercial .... complicated to integrate into your current portfolio and investment goals. Your Financial Advisor can help you determine if REITs makes sense for you.

• A look into alternative investments By Yulian Isakov
  Your investment portfolio will typically include conventional investments such as stocks and bonds both equally important parts of a solid, long-term investment .... Alternative investments should generally be used to complement existing portfolios and strategies consisting of mainly stocks and fixed-income products.

• Take Control of Your Finances with a Financial Plan By Yulian Isakov
  Imagine the structure of your house: there's a foundation, a frame, a roof and the siding. What would happen to your home if one of those major pieces .... structured to include a combination of investments such as taxable, tax-deferred, and tax-free to help you achieve the right balance of risk and opportunity.

• Quantitative Easing Fueling Emerging Market Growth By Yulian Isakov
  Since the Federal Reserve's recent round of quantitative easing, developed and emerging market investment opportunities are beginning to look more .... the joy ride can easily run out. Nevertheless, the theme is to enjoy the growth of strong economies such as China, Brazil, and India in your portfolios.

• Take advantage of tax-free municipal bonds By Yulian Isakov
  When you purchase a municipal bond, you're loaning money to a municipality, city, village, county, or state. Typically, the municipality borrows money .... tax-free bond's tax-equivalent yield of 3.47% is more than the taxable bond's yield, making it a better decision to buy into the tax-free fund.

• What to Ask Your Financial Advisor By Yulian Isakov
  Taking a look at your portfolio and your financial goals at least annually is always a great idea. With the economic recovery underway, it is more important .... such as utilizing donor-advised funds, charitable remainder trusts, or family foundations can all set you on track to fulfilling your philanthropic goals.

• New Threats to Your IRA By Yulian Isakov
  After years of lax enforcement, the IRS is starting to systematically search out violations of the confusing rules governing individual retirement accounts .... traditional IRA, Roth IRA, or a combination of the two. Excess contributions are penalized at 6% per year for as long as the money sits illegally in the IRA.

• Are Inflation-Indexed Bonds Right For You? By Yulian Isakov
  Government bonds are the most popular type of bond that many investors and savers use because they carry the full faith and credit of the U.S. government .... invest in inflation-indexed bonds in a tax-deferred retirement account. •Inflation-protected bonds make the most sense in periods of high inflation.

• Borrowing Or Withdrawing Money From Your 401(k) Plan By Yulian Isakov
  Employer-sponsored 401(k) plans may have various loan provisions allowing participants to take loans against their retirement savings or take withdrawals .... subject to ordinary income taxes. •You may be prohibited to contribute to your 401(k) plan for at least 6 months after taking a hardship distribution.

• Real-Estate investing: Investing in REITs By Yulian Isakov
  Real-estate may provide investors with a high-yield and low risk investment combination for greater total return potential to a diversified long-term portfolio .... Talk to your Financial Advisor about which REITs could help you meet your financial goals and ways to incorporate a REIT investment into your portfolio.

• Importance of Asset Allocation in Diversification and Managing Risk By Yulian Isakov
  Asset allocation means spreading your investments funds across many asset categories. As an investment strategy, this will help investor balance the overall .... with the level of risk your initial asset allocation strategy exposed you to or your financial goals changed, you may need to compose a new asset mix.

• The Role of Bond Funds in Your Portfolio By Yulian Isakov
  Bonds are very popular securities because they regularly pay interest income and pay back the initial principal after the bond matures. Bonds are popular .... Financial Advisor to determine what your fixed income needs actually are and then your financial advisor can identify funds that will help you meet your needs.

• Is Your Portfolio Generating Enough Dividends? By Yulian Isakov
  The news around dividend-paying stocks became the focus of conversation at the start of the year with BP's massive oil spill into the Gulf of Mexico .... in dividend payouts. Your Financial Advisor can help you screen for high-quality companies with strong underlying fundamentals and good dividend-yields.

• Investing in International Equities By Yulian Isakov
  Investing is no longer confined to domestic markets and those investors looking to take advantage of attractive opportunities have popularized global investing .... in. Nevertheless, investing for the long-term and diversifying with many international investments can help minimize currency exchange and other risks.

Articles 181 - 195 :: Prev | .. 9 10 11 12 13 14 15 16 17 .. | Next