Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more fully diversify their stock investments, midcap stocks may be a sound choice. Midcap stocks are stocks of those companies with market capitalization (stock price times number of shares outstanding) of between […]
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After years of ambiguity around what is and is not allowed regarding the disbursement of after-tax contributions to an employer-sponsored retirement plan, the IRS ruled in September of 2014 that plan participants can roll those dollars into a Roth IRA tax free. IRS Notice 2014-54, Guidance on Allocation of After-Tax Amounts to Rollovers, “provides rules for […]
A study by the Putnam Institute, “Defined Contribution Plans: Missing the forest for the trees?” contends that while a number of variables, such as fund selection, asset allocation, portfolio rebalancing, and deferral rates all contribute to a defined contribution plan’s effectiveness — or lack thereof — it is deferral rates that should be placed near […]
A spider isn’t just a subject for science classes anymore. It’s also a type of exchange-traded fund (ETF) — an investment that combines the diversification and cost-effectiveness of index funds with the trading flexibility of stocks. If you think investing in ETFs might be a good idea, here are some issues to consider. The ABCs […]
When you’re in search of a definitive source of information for a particular mutual fund, all you need to do is take a look at a publication known as the fund’s prospectus. [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FMF-Prospectus-300×200.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Each fund prospectus is issued by the fund provider and contains all the […]
More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective planning tool for individuals who wish to protect their assets, minimize taxes, and transfer wealth to future generations. Protect Your Assets [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FEstate-Planning-Reasons-300×297.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ […]
New research conducted by the Society of Actuaries (SOA), a leading membership-based organization for actuaries in the United States and Canada, revealed that older Americans are living longer than previously estimated. Specifically, SOA’s data showed that since its last report published in 2000 the life expectancy of men age 65 has risen two years from age 84.6 […]
Oil prices, which are down nearly one-third since last summer’s peak, have come under pressure due in large part to new energy supplies — notably from the United States — which are tipping the balance of supply and demand.1 Over the past several years U.S. oil production has increased more than 70% and, according to […]
Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of the wealth management process. When structured properly, an insurance portfolio can be a powerful risk management tool, offering a range of protections for you, your family, and/or your business. Many […]
Chances are your investment strategy calls for some portion of your portfolio to be invested in stocks to help you reach your long-term goals.1 But when the stock market turns choppy — as it most certainly will from time to time — try not to let your emotions get in the way of achieving your […]
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