Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Impatient Investors Get Caught in the “Return Gap” A fascinating article about behavioral tendencies in finance.

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Impatient Investors Get Caught in the ‘Return Gap’

By: Derek Horstmeyer for the Wall Street Journal

Investors on average lose 1 to 2 percentage points a year because of behavioral inefficiencies, writes this professor

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Schwab Market Perspective: Navigating the Changing Market

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Market Update by Kenneth Frost, CIO

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02/09/18

After reaching an all-time high on Friday January 26, the stock market has endured two weeks of declines amid volatile trading that has seen wild daily price swings and taken the major indices into correction territory, declining 10% or more from their peaks.  It appears that investors have abruptly shifted their focus from worrying about […]

Stock Market Didn’t Get Tested, but You Did

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Stop trying to make sense of the stock market.

The one question every investor was asking on Monday has no answer: Why? Why did the Dow Jones Industrial Average close down nearly 1,200 points, or 4.6%?

Market commentators are already arguing that stocks were bound to […]

7 Lessons I learned from tracking my net worth for 14 years

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7 lessons I learned from tracking my net worth for 14 years

  • Jim Wang, Wallet Hacks
  • 20, 2018, 12:10 PM
  • Jim Wang has been tracking his net worth for more than 14 years.
  • In that time, he’s learned a lot of lessons about how to save money, and what the point actually is.
  • He now […]

Savvy Ways to Take Withdrawals from College Accounts By Chana Schoenberger of the Wall Street Journal

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Savvy Ways to Take Withdrawals from College Accounts

How not to run afoul of the rules when using tax-advantaged accounts

When it’s time for making withdrawals to pay for college, a 529 plan or Coverdell account works

Chana R. Schoenberger of the Wall Street Journal

Jan. 7, 2018 10:14 p.m. ET

We again asked experts to help address readers’ questions […]

Did the tax code overhaul kill home equity loans?

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The Washington Post

Real Estate

Did the tax code overhaul kill home equity loans?

 By Kenneth R. Harney January 17

It’s a big and confusing question for many homeowners in the wake of the December tax law changes: Are new interest-deductible home equity credit lines (HELOCs) and second mortgages now totally out of reach going forward?

The new law eliminated […]

5 Times you don’t need to give out your Social Security Number

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5 times you don’t need to give out your Social Security number

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