In a minimalist portfolio, you can get away with three holdings: equity exposure, fixed-income exposure, and cash. Some additional investments for people in retirement would include short-term bonds ...
I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...
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Annuities: A Smart Investment or Overhyped?
A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...
A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Roger Wohlner is an experienced financial writer, ghostwriter, and advisor with 20 years of ...
An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...
Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...
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