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March 2017

How To Keep More Of Your Retirement Savings In Your 401(k) – And Out Of The Pockets Of Fund Managers

2016 was a banner year for 401(k)-related lawsuits, as employees felt the need to take legal action in order to have issues with sub-par retirement plans rectified – and, as the author of today’s article acknowledges, the issues that prompted these lawsuits are unlikely to improve under the current regime in Washington. As such, he outlines three things to look… 

The Anatomy Of IRAs – And 7 Strategies For Administering CPR To Yours

The author of today’s article notes that Individual Retirement Accounts have become a lot more complicated in a number of critical ways since their introduction in the 1970s. As such, he provides a comprehensive overview of the internal workings of IRAs – including the various types of IRA accounts, funding options and distribution of funds. He then proceeds to outline… 

Factors To Reflect On Before A Retirement Relocation

There is no end of lists purporting to identify the best cities or states in which to retire – but, for those planning on relocating to a warmer or less expensive locale in retirement, today’s article cautions there are a number of factors to consider that could lead to unexpected consequences – both financial and non-financial. The big one? Taxes… 

Anatomy Of A Trump Tweet: Are There Lasting Effects On The Stocks Trump Targets?

Boeing, Lockheed Martin, and Nordstrom are among the companies that have been targets of a President Trump Twitter attack, and the share prices of the companies Trump goes after almost always drop in the immediate aftermath. But are there lasting effects? Today’s article looks at what the Wall Street Journal’s “Trump Target Index” – which tracks the post-attack performance of… 

How To Keep Foreign Currency Exposure From Hurting Your Returns From International Stocks

While many financial firms recommend that U.S. investors have some exposure to foreign stocks, that entails exposure to the currencies of the countries in question, and the author of today’s article notes “that means in addition to the stock’s performance, your total return will include the performance of the foreign currency translated into U.S. dollars.” With a strong dollar, this…