Avoiding Large Losses in Your Portfolio

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." – Warren Buffett1   Provided by Kenneth Hagel        Risk is a factor in any investment decision that you make. Your tolerance ...

Read More

Types of Stock Market Analysis

Three different approaches. Provided by Kenneth Hagel The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of ...

Read More

Your Changing Definition of Risk in Retirement

Some things to consider. Provided by Kenneth Hagel During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. ...

Read More

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Provided by Kenneth Hagel Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No ...

Read More

The Investment Risk You May Not Know About

What can you do to allay this risk?  Provided by Kenneth Hagel   Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an ...

Read More

The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Provided by Kenneth Hagel Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A ...

Read More

Would a phased retirement work for you?

U.S. News presents some factors to consider in that decision:  https://tinyurl.com/y7uwhk3k

Read More

Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. Provided by Kenneth Hagel When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles ...

Read More

Update Your Estate Plan to Take Advantage of Tax Reform

Wealthy? MarketWatch shows you why it is smart to update your estate plan to take advantage of tax reform: https://tinyurl.com/ycm7lmol

Read More

Can You Guess the 4 Major Expenses That Risk Drawing Down Retirement Savings?

https://www.fool.com/retirement/2018/11/19/4-expenses-that-can-eat-into-your-retirement-savin.aspx  

Read More