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It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year, and when major life changes occur. If you haven’t given your plan a thorough review within the past 12 months, now may be a good time to do so.
If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become amore confident investor.
In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.
Asset allocation can help you manage the type of risk investors face in their portfolio's. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.
Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.
In this piece, CAPTRUST experts dive into the latest market expectations as new information emerges on the coronavirus’s economic impact and the potential for an oil price war.
The U.S. stock market (as measured by the S&P 500 Index) has fallen by 15 percent since reaching an all-time high last Wednesday, more than erasing 2020’s year-to-date gains. The catalyst for this dramatic move appears to have been global investors’ assessment that the novel coronavirus has entered a new phase—and that the virus’s economic impact would be larger than previously thought. According to news reports, the virus is spreading to other parts of the world and containing it may be a challenge, potentially forcing investors to reassess their expectations for the markets.
These stories—based on findings from a study performed by money manager United Income—claim that only 4 percent of retirees are making the financially optimal decision to wait until age 70 to begin receiving benefits. And, while delaying until 70 seems like a stretch, most would benefit by waiting at least until age 65.
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