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Posts from the ‘Retail Investor’ Category

The Tablet Boom

Few business tools have gained so much popularity, so quickly, as the tablet. In fact, the use of devices like iPads, Androids, and Windows tablets among financial professionals has nearly tripled since 2010. And that number is predicted to keep rising, according to the Financial Planning magazine 2012 Tech Survey.

It’s no wonder. Tablets can help financial professionals provide better service to clients, widen their reach and deepen relationships.

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The Difference Between Alpha and Beta

Anyone who follows the financial news has probably heard the terms “alpha” and “beta” in relation to investing. However, it’s rarely explained how important they are when it comes to making investment decisions.

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How Will Your Decisions Impact Your Retirement Income? (Infographic)

Social Security and Medicare are, hands down, the two topics investors are concerned about.

Though we don’t yet know the outcome of the federal deficit reduction conversations and any impact to these entitlement programs, there are important decisions the average person can make with a big influence on retirement income.
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Liquid Alternatives − Don’t Go With the Flow

I’ve written previously about market volatility and how severe volatility can hurt overall portfolio return.

It should always be understood, when in the market, that volatility comes with the territory.  Still, investors can manage the impacts of volatility through portfolio diversification. Diversification doesn’t assure a profit or protect against a loss in a market decline, but it can help to smooth the shocks in an investment portfolio.

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“Obamacare” and Its Impact on Medicare: Separating Fact from Fiction

If there’s ever been a topic to give someone a heart attack, it’s health care reform.

A lot of rumors and spectulation are going around about the Affordable Care Act, (aka Obamacare) and its impact on Medicare. Sometimes, the stories are pretty scary. Of course like most rumors, at best they’re exagerations and at worst they’re just wrong.

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The Cliff-Hangover (Infographic)

What’s next with the Budget Resolution, Debt Ceiling, and Sequester? Well, the situation is enough to make your head spin. My best advice is to hold on, take two aspirin, and send me your comments in the morning. Read more

Does CPI Give a True Inflation Picture?

Many investors may not understand the Consumer Price Index (CPI). But it almost certainly affects them personally. Consider retirees living on a fixed income or employees factoring an inflation rate into their retirement plans. And, of course, we all feel the impact of rising costs at the pump, at the grocery store, and just about everywhere else. Read more