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If you are on the verge of retiring, this question is well worth asking. You cannot know what the exact answer will be; you can, however, anticipate that it will be worth less. Inflation will exact a slow, but significant, toll on your retirement savings. Historically, consumer prices have risen about 2-3% per year. Your retirement fund should be growing …

A firm that is GIPS compliant must abide by high ethical standards. What are GIPS, and why should investors seek firms that comply with them? To put it simply, when an investment management company commits to undergoing a GIPS audit, it affirms its commitment to upholding ethical standards agreed upon by investment firms worldwide. GIPS stands for Global Investment Performance …

When you enter your mid-fifties, your retirement plan enters its countdown phase. This is the time to examine key aspects of your retirement strategy. As you near retirement age, you want to evaluate your risk exposure. If a market downturn leads to a couple of years of investment losses starting when you are 60, your portfolio may have only a …

Who knows what it will be worth next year – or next week. The ups and downs of bitcoin have amazed investors. Back on April 1, 2017, one bitcoin was valued at $1,089.51. Five months later, the price had risen to $4,950.72. On December 16, the price hit a historic peak at $19,343.04. 1 With the price of bitcoin jumping …

Do Not Drop Out of the Market   This week, the Dow Jones Industrial Average dropped in a way that it never had before. Monday, the benchmark fell 1,175 points, taking the greatest tumble in its long history. At one point, it was down 1,500 points during the trading day.1,2 While Monday’s Dow loss was indeed severe, it was not …