Category Archives: Investment Selection

The "Money Talks" hosts provide some overlooked tips that can keep your 401(k) on track.

We answer the question, “I have recently heard of floating-rate bond funds. What is your opinion?”

The Department of Labor has increased its enforcement of existing fiduciary duties for 401(k) plan sponsors. Businesses must fully understand the services provided by their plan and ensure plan participants are receiving the services that are bundled into the cost of the plan. Having answers and documentation to answer basic questions about the plan is key for a plan fiduciary.

With real estate prices having fallen significantly over the past few years, many market pundits have begun to point to municipal bonds as the potential next shoe to drop.

Bil Lako, CFP® discusses how the slow and steady investment strategy would have benefited an investor during the worst decade since the Depression.

Investors often wonder just how long they should hold on to an investment, asking a simple question “What is your sell strategy?” Ideally, you want to hang on to an investment as long as it meets your investment objectives.

The “Money Talks” hosts weigh in about two dividend-paying mutual funds and offer their individual stock selections.

The “Money Talks” hosts answer listener questions about rail stocks and defense contractors.

In mid 2006, the exchange traded fund (ETF) world welcomed the birth of their new cousin, the exchange traded note (ETN). On the surface, they can look like very similar products, but as you look closer they start to look more like distant cousins rather than first cousins. Let’s take a closer look into the new world of exchange traded notes.

Leveraged ETFs are a relatively new kind of ETF that are designed to deliver double (2x) or triple (3x) the return (long) or the inverse return (short) of their respective indexes or market sectors they are attempting to track.