Many retirees are finding that their golden years aren’t so golden after all. The face of retirement is changing, driven by the disappearance of pensions, a fragile Social Security system, inadequate savings –

Here's a "retirement" plan strategy suggestion for you to consider, but only after discussing the deductibility aspect (as opposed to the investment aspect) with your accountant:

Most of you have been smiling this year as your monthly statements have been boasting new all time high market values, growing income streams, and unusually high profit taking levels in

I am about to go out on very thin ice. I am a value investor, but I’ll probably get banned from the value community for what I am about to say: Current valuations don’t mean much for companies

I was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola, Kimberly-Clark and Campbell Soup — what I call (pseudo) bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them.

The banking and credit union worlds are as much the same as they are different. Both are eager to earn your business and to provide you with loans, mortgages, savings and checking accounts. With that said, there are some significant differences between the two financial institutions.

 

Most of you have been smiling this year as your monthly statements have been boasting new all time high market values, growing income streams, and unusually high profit taking levels in normally defensive securities like Closed End Income Funds.

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