Whistling Past the Graveyard: Those last few years before you retire.
The Social Security check is still a pension, but it covers only the most basic of needs for most.
The Benefits of a Dividend
“The dividend from an investment can keep you warm while you wait for the stock price to rise.”
Taxes and the Challenge with Mutual Funds
If an investor owns a Mutual Fund or an ETF they can be forced to pay taxes even when they didn’t sell and even if the performance of the fund is negative for the year.
In retirement you spend dollars not percentages
This makes it very hard for them to say how much in dollars that a company is up or down over a period of time. So they speak in percentages...
The benefits of being a prudent buyer: what shopping for fruits and vegetables has in common with stock and bond selection.
Every day fresh produce moves from the fields to the trucks to the grocery stores and eventually on to our kitchen counters, and no one in that supply chain wants to select or purchase something that is about to go bad.
What is a Quality Investment?
It depends on your risk tolerance and the time you have to allow an investment that drops in value to recover.