Personal Finance, Financial Planning, and Investment Management tidbits
Posted in In the news, Retirement Planning on Aug 24th, 2009
Brent Hunsberger, the personal finance columnist for The Oregonian, tackled the often complex topic of annuities in his Sunday column. My take: immediate annuities have a role in retirement income planning. However, it’s important to understand the embedded costs and “apples to apples” cash-equivalent yield of a variable annuity with a Guaranteed Lifetime Income Benefit [...]
Posted in In the news, Investing on Jun 6th, 2009
June 2009: Tim is quoted at Kiplinger.com in an article entitled “7 Ways Your Money Will Never Be the Same” An article about the changing investment landscape.
Read the full article
Update: Jeffery Kosnett, Senior Editor, discusses his article on ABC news
7 Ways your money will never be the same
Posted in 529 Plans, In the news on May 14th, 2009
The Oregon 529 College Savings Plan is selecting a new manager, and we have an opportunity to become “best in class”.
Posted in In the news, Investing on Apr 21st, 2009
Over the five year market cycle from 2004 to 2008, the SPIVA scorecard shows that the S&P 500 outperformed 71.9% of actively managed large cap funds. These results are similar to that of the previous five year cycle from 1999 to 2003. The bear market of 2000 to 2002 showed similar outcomes. SPIVA draws its underlying data from University of Chicago’s CRSP Survivor-Bias-Free U.S. Mutual Fund Database.
Posted in In the news on Feb 7th, 2009
Skip the safe and consider an online bank savings account
By Brent Hunsberger
…Regardless of all the bad headlines about our financial system and talk of deflation, you’ll do better for yourself keeping your money in an interest-bearing, federally insured account. One of the best places to do that these days is in an online savings account.
…What’s [...]
Posted in In the news on Dec 6th, 2008
I’m featured on the National Association of Personal Financial Advisors (NAPFA) website, with a Tips from the Top message about Medicare open enrollment. Check it out at www.napfa.org