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Understanding Your Risk Tolerance. Do you recognize the major factors that may affect it? by John Jastremski

Understanding Your Risk Tolerance

Do you recognize the major factors that may affect it?

 

How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. 1,053 more words

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Active vs. Passive Portfolio Management by John Jastremski

Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio

management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. 1,373 more words

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Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it? by John Jastremski

Lump-Sum Distribution from Inherited IRAs and Retirement Plans

What is it?

A lump-sum distribution is the withdrawal of the entire balance of an inherited traditional IRA or employer-sponsored retirement plan account in one tax year. 1,360 more words

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If you’re 40 or 50 and haven’t begun, you must make the effort by John Jastremski

It Isn’t Too Late to Save for Retirement

If you’re 40 or 50 and haven’t begun, you must make the effort.

Some people start saving for retirement at 20, 25, or 30. 1,259 more words

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A hugely volatile week concludes. What’s next as earnings season gets underway? by John Jastremski

The Market’s Wild Swings

A hugely volatile week concludes. What’s next as earnings season gets underway?

 

During this past trading week, volatility ruled Wall Street. In fact, stocks either fell or rose 1.5% or more on three consecutive trading days. 713 more words

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Tax & Financial Concerns for Same-Sex Marriages by John Jastremski

Tax & Financial Concerns for Same-Sex Marriages

How things stand in a post-Windsor world.

 

The playing field is level – but only at the federal level. 1,557 more words

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After QE3 Ends by John Jastremski

After QE3 Ends

Can stocks keep their momentum once the Federal Reserve quits easing?

  “Easing without end” will finally end. According to its June policy meeting minutes, the Federal Reserve plans to wrap up QE3 this fall. 1,084 more words

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