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By Mike Posey IN THIS ISSUE: Target-Date Funds 101 Advantages of Target-Date Funds Criticisms of Target-Date Funds The Feds Come Down on Target-Date Funds Buy-and-Hold on a Stick Introduction Target-date mutual funds are a fairly recent entry into the mutual fund field, having been first introduced in...
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By Mike Posey IN THIS ISSUE: Yes, There is Some Good News Out There New Retirement Perspectives New Investment Opportunities A New Opportunity for 403(b) Participants Introduction I'm sure that many of you reading the title above think I have lost my mind. What good news could there be when 78 million...
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by Mike Posey IN THIS ISSUE: Mandatory IRA Distributions IRA Charitable Contributions Roth Conversions Max Out Retirement Contributions Plan Your 2009 Investment Strategy Introduction The Christmas season is upon us and the end of 2008 will be here before we know it. At this time of year, many people...
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by Mike Posey IN THIS ISSUE: Avoiding Costly Bear Market Mistakes Active Management Revisited Other Post-Retirement Investment Alternatives Combining Strategies Introduction To say that the world has changed since I last wrote to you on August 26th would be a vast understatement. Long-time cornerstones...
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by Mike Posey IN THIS ISSUE: Asset Allocation And Modern Portfolio Theory The Many Faces of Asset Allocation Income Strategies Using Asset Allocation Advantages And Disadvantages of Asset Allocation Introduction This week, I am going to continue the series of E-Letters dedicated to investing during retirement...
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by Mike Posey IN THIS ISSUE: A Primer On Variable Annuities Variable Deferred Annuities Disadvantages Of Variable Deferred Annuities Variable Annuities Continue To Improve Retirement Tidbit – Making The Most Of Retirement Introduction This week, I am going to continue the series of E-Letters dedicated...