Yulian Isakov
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Displaying Results 1 - 22 (of 22) for All Content
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A Look into Alternative InvestmentsExplore alternative investments such as commodities, hedge funds, mutual funds with alternative strategies, and futures to round off your portfolio.
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An Often-overlooked Investment Opportunity: Non-traded REITsToday, with the advent of products such as real estate investment trusts (REITs), many investors now have access to commercial real estate investments and opportunities that were once available to only the cream of the crop.
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Are Inflation-Indexed Bonds Right for You?Inflation-indexed bonds offer inflation protection. These bonds are exempt from state and local taxes, but federal taxes apply.
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Borrowing or Withdrawing Money from Your 401(k) PlanEmployer-sponsored 401(k) plans may have various loan provisions allowing participants to take loans against their retirement savings or take withdrawals in times of hardship.
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Choosing Mutual Funds for Your PortfolioYour first task is to formulate your investment objectives and identify your time frame and then find which types of mutual funds are aligned with your investment goals, risk tolerance, and time frame.
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Diversify Before Your Retirement with In-Service DistributionsWith an in-service distribution, you will have more control over your retirement assets.
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Financial Planning Considerations for a Surviving SpouseTypically people shy away from dealing with estate planning issues as long as they can. Unfortunately, when the time comes, survivors have to make critical financial and legal decisions for which they may not be prepared.
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Importance of Asset Allocation in Diversification and Managing RiskAsset allocation means spreading your investments funds across many asset categories. As an investment strategy, this will help investor balance the overall portfolio risk, volatility, and performance.
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Investing for Major Financial GoalsNo matter the goals you have in your mind, you will need to have a specific plan to help you reach those goals, so when the times comes you'll know you've accumulated enough funds.
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Investing in International EquitiesForeign markets can potentially offer attractive investment opportunities for higher returns and added diversification.
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Is Your Portfolio Generating Enough Dividends?At a time where yields are scarce on fixed-income instruments such as short-term bonds which have plummeted below 1%, dividend stocks can potentially provide investors an alternate source of a liquid source of income.
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Is Your Retirement Income and Portfolio Built to Last?You may be already retired but you still have work to do making sure your assets are working as hard as they can for you producing the income that you need to cover your retirement living.
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New Threats to Your IRAThe IRS is cracking down on violations of the rules around IRAs pertaining to missing required payouts, early withdrawals, rollover goofs, excess contributions, and other picky rules.
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Quantitative Easing Fueling Emerging Market GrowthSince the Federal Reserve's recent round of quantitative easing, developed and emerging market investment opportunities are beginning to look more attractive to U.S and foreign investors.
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Real-Estate Investing: Investing in REITsReal-estate may provide investors with a high-yield and low risk investment combination for greater total return potential to a diversified long-term portfolio.
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Rebuild Your Retirement Income and PortfolioEven if you are completely risk-averse and no longer want to take on the risks associated with higher yielding investments, you can still use your available cash to pursue growth opportunities.
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Take Advantage of Tax-free Municipal BondsTax-free investments can make your portfolio more tax efficient, especially if you fall into a high tax bracket and if the current tax policies are changing for the worse. Municipal bonds can help you diversify your fixed income positions as well.
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Take Control of Your Finances with a Financial PlanExplore financial planning strategies to keep yourself on track with your objectives and ensure that you can pursue them in varying market conditions.
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The Role of Bond Funds in Your PortfolioBonds provide an income stream and help diversify a stock portfolio. A bond's total return includes both income and capital appreciation or loss. Bonds are subject to credit risk, interest rate risk, and market risk.
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Understanding the Most Important Investment ConceptsIt's always good to have at least a basic foundation of fundamental investment knowledge whether you're a beginner to investing or working with a professional financial advisor.
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What to Ask Your Financial AdvisorWhen you discuss your investment goals and your portfolio with your Financial Advisor, consider asking questions that can help you understand the economic and market environment today.
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You Are Ready to Retire, but is Your Money Ready Also?Getting ready to retire is about heading forward into the next phase of your life without doubts. Getting clarity on whether all of your retirement goals will be met will provide you with the peace of mind you want to pursue your goals.