Asset

An asset any item of tangible or intangible value that entails a future benefit. For example, funds in a 401(K) are assets that can be converted into retirement funds or income at a future date.

What to Think When a Financial Advisor Says: "You Know I'm Not a Big Fan of Annuities"

Disdain for annuities is a thread of conventional wisdom that seems to exist among a broad swath of financial advisors.

In fact, many financial advisors seem conditioned to wear...

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Sequence of Returns Risk

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AARP Offers Tips on Retirement Spending and Annuities

AARP has published a tip sheet called Money Matters that offers advice on spending down one's assets in retirement. The tip sheet addresses a number of areas, including: When to claim Social Security . Asset Allocation . Annuities. Withdrawal rates. The role of one's home in retirement planning . For each topic, AARP offers a description of common or current practices, conventional wisdom and their general guidance. With respect to annuities, AARP notes that most people pay very little...

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Is the "Cult of Equities" Coming to an End?

Brett Arends' recent column in the Wall Street Journal discusses the Cult of Equities, or as Arends describes: the naïve and euphoric belief that the stock market offers a one-way ticket to wealth: "riches for all." Arends discusses the possibility that a generation of investors--both professional and retail--may be starting to realize that stocks are to be cautiously considered for a portion of one's portfolio rather than serving as the dominant asset class. Market volatility is likely a...

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