Posts Tagged ‘IRA’

WHAT IS SYSTEMATIC FIXED-INCOME INVESTING?   Download PDF Version Here In recent years, fixed-income money managers have begun using systematic investing as an active management strategy to help meet risk, reward and diversification objectives.   Overview Given the current environment of stubborn inflation and a frustrated labor market, the overall environment does not bode well…

SPOTLIGHT: TAXES AND YOUR PORTFOLIO   Download PDF Version Here Choose investments and investment vehicles based on your specific goals. However, you also can make strategic choices that can help minimize your tax obligations and maximize your returns.   Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help…

WOMEN AND WORK: THE PATH FORWARD   Download PDF Version Here Good, stable, affordable child care is hard to find. The same holds true for elder care. Until these issues are addressed, millions of women will remain out of the workforce.   Overview As U.S. employers desperately seek workers, millions of mothers remain on the…

AGE-INDUCED DISABILITY: FINANCIAL, RETIREMENT & ESTATE PLANNING   Download PDF Version Here We’re living longer these days, and with a longer life, many of us will need some type of caregiving assistance, whether it’s from a home health aide or a family member, or in a nursing home. The challenge retirees face is how to…