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The success or failure of your retirement plan is dependent on your ability to evaluate investment strategies, mutual funds, money managers, and/or financial advisors...Continue Reading



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Tag Archives: alternative investments

Average Mutual Fund Returns-Expectations vs. Reality

 Investors have more options than ever before, both active and passive. Passive, or buy and hold investing, is the mainstream approach; but has it allowed investors to achieve their investment goals as compared to the reality of the markets? As 2011 comes to close, it’s time to look back at average mutual fund returns. TheContinue Reading

Best Investments for 2012

Each year Wall Street firms and investing websites roll out their predictions for the next year’s winners;  predicting what stock or mutual fund to buy so you will be rolling in profits this time next year. The question is does anyone really know the best investments of 2012 – or any time frame – inContinue Reading

Why Alternative Investments

Alternative investments or alternative assets have become more popular because returns for the stock market have been well below the long-term averages. Yet most investors and retirement plan owners do not own or have exposure to alternative investments.  In addition, we don’t have a good definition of alternative investment strategies for everyday investors and retirementContinue Reading

Best bond rates- Increase your bond returns by 20%

Almost every portfolio contains an allocation to bonds. Bonds can take many forms: treasury bonds, corporate bonds, inflation protected bonds, emerging market bonds and so on. Investors can use bond mutual funds or exchange traded funds, or buy individual bonds. In the big picture, bonds can provide returns independent of the stock markets and provideContinue Reading