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The Portfolio Performance Report: Your “How Am I Doing?” View

By Nancy Graham · January 18, 2018 - 0 comments

What do a good portfolio performance report and a sunny day have in common? The answer: You’re best off enjoying the light each one sheds, without getting burned or blinded by too much of either. In other words, a thoughtfully designed portfolio performance report should provide you with the information you need, without burying you in a big, fat data dump. 

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2017 Review

By Raymond Kerzérho · January 17, 2018 - 0 comments

2017 was a standout year, with accelerating global growth and positive returns in the equities and fixed-income markets. Global GDP picked up speed, advancing from average growth of 2.5% in recent years to 3.0%. The unemployment rate continued its downward trend in most developed countries. 

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Defined Benefit Pension Plans

By Susan Daley · January 10, 2018 - 0 comments

Individuals with defined benefit pension plans are often envied by those of us not as fortunate to have them. Why is that the case? In short, these pension plans provide a defined annual amount you’ll receive throughout your retirement for as long as you live. For more detailed information about these employer pensions, how they are calculated, and potential drawbacks, watch my most recent episode of Your Money, Your Choices.

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