Another Dire Stock Market Prediction: Whoopee!

McKinsey & Company is a big consulting firm—9,000 consultants and 2,000 researchers around the world—that companies hire when they need advice. I get research reports from McKinsey every once in a while, and they’re usually beautifully designed, well written and interesting in an kind...
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Is It Time to Rebalance Your Portfolio?

Is It Time to Rebalance Your Portfolio? One Stock that Fits All of Benjamin Graham’s Criteria How Do You Know if Your Stock is Overvalued? --- Before I offer any advice on how you can beat the stock market whether it's going up or going down, let's a..
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Is It Time to Rebalance Your Portfolio?

The Standard & Poor’s 500 Index and Dow Jones Industrial Average are down about 8.5% thus far in 2016. Stocks that soared last year are getting clobbered this year. No wonder investors are worried! But now is not the time to panic! The stock...
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Global Investing

Global Investing is a newsletter for investors seeking to build an international portfolio of stocks and bonds from around the world without leaving Wall Street or their regular brokers. It covers American Depositary Receipts and other foreign stocks and bonds trading in the and...
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Two Low-Volatility, High-Quality Stocks

My approach to investing is conservative; the tortoise wins the race. But the race is only won over an extended period of time where cultivating patience is an absolute necessity. My objective is to stay fully invested at all times in stocks and and...
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PIMCO All Asset (PASDX)

This fund’s top three holdings are: PIMCO Income Instl (10.47% of assets), PIMCO EM Fdmtl IndexPLUS AR Strat Instl (7.33%) and PIMCO Emerging Local Bond Instl (7.27%). Its dividend yield is 3.99%, paid quarterly. PIMCO All Asset (PASDX) from Bob Carlson’s Retirement Watch PIMCO All Asset can...
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Dividend Digest Top Stock Updates for 2013 E-G

Today’s updates cover companies beginning with the letters E-G, several of which gave investors very nice returns. I’ve included the advisor’s current advice on the pick, whenever available, and given you the return from the date of recommendation through the end of 2013. E El Pipeline...
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How much do you need to retire?

"How much do you need to retire? (Or, if you are already retired, how much can you safely spend?) These are the most important financial questions that our clients face. Although each family's situation may call for a different answer, there are some that...
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Bonds Versus Stock Dividends: Corning

Traditionally, investors thinking about retirement have invested in a mix of stocks and bonds designed to balance safety and growth. The closer to retirement or more risk-averse they are, the more of their portfolio they hold in bonds for safety and regular income. system...
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How to Build a Safe Income Portfolio

Traditionally, investors thinking about retirement have invested in a mix of stocks and bonds designed to balance safety and growth. The closer to retirement or more risk-averse they are, the more of their portfolio they hold in bonds for safety and regular income. system...
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The Top Investment Trend of 2013

It’s out! We just delivered our annual super-sized Investment Digest Top Picks issue to subscribers last week. Inside are over 50 Top Picks for 2013 from our expert contributors, each representing their single best investment candidate for this year. The picks range from small-cap...
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How to Maintain Your Income in Retirement

“You’ve just retired, and your portfolio is your main source of income. How should you invest, and how much can you safely withdraw from your nest egg? Bill Bengen, a California advisor, attempted to answer that question 20 years ago: Maintain a mix 53%...
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