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Archive for January 2019

Target-Maturity Bond Funds and ETFs: Opportunities and Pitfalls

These investment vehicles have specific uses – such as building a bond ladder and diversification –but be aware of their limitations Target-Maturity Bond Funds and ETFs allow a person to access a portfolio of bonds with a targeted maturity date with a low-cost structure (in the case of ETFs) and, oftentimes, with low minimum investments.…

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My Financial Predictions For 2019 and Beyond

Just as I warned at the end of 2005 – that the Real Estate Bubble was soon to burst with a recession following – all that I have been warning about this year in my book and on Kiplinger, Yahoo Finance, Fidelity.com, Nasdaq.com, my blog, and other websites have been coming true as well. It’s…

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Painless Ways to Downsize During Retirement

Painless Ways to Downsize During Retirement on stuartplanning.com

Tips to simplify your life and cut costs We’ve seen this movie before — sky-high stock prices, sky-high real estate prices and the Fed raising interest rates. We also saw how those times ended in 2001 and 2008. At this point, my retired clients want to simplify their lives. So, let’s talk about some painless…

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