Assessing Your Risk Tolerance
Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, discuss how to gauge your risk tolerance.
Q&A Time: DNP Select Income Fund, Inc. and Bond Funds
The “Money Talks” hosts discuss an investment in DNP Select Income Fund, and address a question on when bond funds are appropriate investments.
The Investment Policy Statement: A Portfolio's Road Map
Even though an investment policy statement may target a desired return on the portfolio, that does not mean the portfolio will necessarily achieve that return. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. Learn more in this Financial Tip.
Q&A Time: Monster Beverage, McKesson and Harris Corp.
Ted Parrish,CFA, and Dr. Gene provide their opinions on Monster Beverage, McKesson and Harris Corp.
In the News: Bonds — Not as Safe as You Think
Interest rates and bond prices have an inverse relationship. Consider this before you buy a 10-year bond. We explain in today’s Marietta Daily Journal.
If Borrowing Costs are too Good for Corporations to Pass up, Investors Should Take Note
You turn to bonds because you can’t stomach a 50% decline in the market, but what about when interest rates rise and your bond value falls?
Q&A Time: Primerica, Harman International, Michael Kors and Dick’s Sporting Goods
Deciding between Michael Kors and Dick’s Sporting Goods? They’re quite different. We explain in our stock Q&A.
Asset Allocation: Projecting a Glide Path
You could spend as long tapping your nest egg as you’ve spent creating it, so your asset allocation strategy is important. Read more in this week’s Financial Tip.
Committing to the Markets for 10 Years
The “Money Talks” hosts discuss why they believe it is still wise to invest in the market given the possibility that the market could dip.
Lump Sum vs. Dollar Cost Averaging: Which Is Better?
The “Money Talks” hosts discuss why they believe dollar cost averaging is a better method for investing over a lump sum investment into the market.