Tag Archives | investment income

Expected Sources of Premium Stock Returns Part II: How Much Risk? How Much Expected Return?

In our last post, we introduced three major sources of return in the global stock markets, and how we went about identifying them. This raises another question: How have they been doing so far? A Look at the Evidence Before we determine that it’s a new world, in which we should jettison decades of data […]

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Expected Sources of Premium Stock Returns Part I: Managing the “Daring Adventure”

When Helen Keller said, “Life is either a daring adventure, or nothing,” she probably wasn’t thinking about the stock market … but she could have been. Recently, some investors have been wondering whether it still makes sense to pursue expected returns from small-company and value stocks. That’s understandable, as investing in these two asset classes […]

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Are Annuities Right for You? 3 Important Considerations

 Key Takeaways Annuities are designed to provide tax-deferred growth by taking dollars that you would have otherwise invested and placing them within an “insurance wrapper.” Annuity payouts can be immediate or deferred, with the deferred option being either fixed or variable. Before taking the annuity plunge, make sure you have exhausted all other pre-tax retirement […]

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