What we're talking about

  • May 2013 Mid-quarter Mailbag: A Candid Session with Adam Bold

    Posted 5/15/2013 by The Mutual Fund Store

    In the latest Mid-quarter Mailbag, Adam candidly boils down what you need to know when it comes to the record-setting market performance, seemingly mixed economic signals and complex investment products.

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  • Avoid Estate Planning Mistakes Now to Protect Your Loved Ones Later

    Posted 5/10/2013 by The Mutual Fund Store

    Getting started with estate planning is already emotionally challenging and can be downright overwhelming considering the details involved. Even though our inclination may be to avoid it, this can lead to costly mistakes that emotionally and financially impact your beneficiaries.  Knowing the facts, the state of your documents, and what the professionals have to say can make planning your estate less daunting so you're able to do right by your loved ones and make certain your financial wishes are carried out. Read more for steps you can take to avoid common mistakes.

    Whether you're just starting or making an update to your estate plan, read more for steps you can take to avoid common mistakes.

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  • Financial Advisor: Middle Class Financially Unprepared for Serious Illness, Study Says

    Posted 5/9/2013 by The Mutual Fund Store

    Would you be financially ready if faced with one of life's unplanned emergencies? A recent survey found that 90 percent of middle-income Americans are financially unprepared for a family emergency or serious illness. Read the full article from Financial Advisor on the findings from the Middle-Income America’s Perspectives on Critical Illness and Financial Security report by the Washington National Institute for Wellness Solutions.

    Middle Class Financially Unprepared for Serious Illness, Study Says

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  • Are You Prepared for the Costs of Caring for Aging Parents?

    Posted 5/8/2013 by The Mutual Fund Store

    Caring for an aging parent can consume considerable time, money and emotions. Given that people are living longer, financial advisors recommend that everyone factor in elder care costs into their own financial plan. 

    Families typically use parents' health benefits, retirement income and savings to pay for elder care, but caregivers may also pay a price. A caregiver would lose income, as well as retirement savings and health benefits, if leaving a job to care for a sick parent becomes necessary. With some planning and candid conversations with your family, the responsibility of caring for an aging parent can be shared and less burdensome. Learn tips to help prepare for the care for aging parents.

    Read the full article here. 

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  • "Hot" Asset Classes May Not Age Well

    Posted 5/2/2013 by The Mutual Fund Store

    If you're unsure of how having a diversified investment mix now could matter when the time finally comes to retire, here's something to consider. What performs well during one period may lag behind the next, and vice versa. 

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  • Eight Actions to Kick-start Your Investment Plan

    Posted 4/26/2013 by The Mutual Fund Store

    Getting started can be the hardest part of anything new. If you’re beginning a new health regimen or getting started investing, having a plan of action can ease you into the challenge and let you know what steps to take. After all, knowing what to do is half the battle. The Mutual Fund Show co-host Andy Smith shares eight actions you can take to kick-start your investment plan.

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  • So Far, So Fast: Adam's Commentary on the 1st Quarter of 2013

    Posted 4/16/2013 by The Mutual Fund Store

    In this commentary from The Mutual Fund Store quarterly client newsletter, Adam Bold explains what the "awesome market surge" from the first quarter of 2013 and "a more normalized market" mean to investors. Read the full commentary to learn what long-term investment opportunities may be ahead.

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  • New Rules May Make Roth 401(k) Accounts More Attractive

    Posted 4/11/2013 by The Mutual Fund Store

    New rules for in-plan Roth 401(k) conversions have opened up possibilities for many retirement planners. As part of the new American Taxpayer Relief Act, 401(k) participants can now convert funds from their traditional pre-tax 401(k) account into a Roth 401(k) account. In the past, only individuals that met unique qualifying events were eligible for this type of transfer. But is a Roth 401(k) conversion the right move?

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  • Switching Jobs? Know How to Navigate Important Investment Decisions

    Posted 4/5/2013 by The Mutual Fund Store

    Changing jobs can be exciting and stressful at the same time. With this mix of emotions, keep in mind you can protect yourself financially by doing your homework and not taking things too lightly.

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  • Know What You're Getting with Variable Annuities

    Posted 3/25/2013 by The Mutual Fund Store

    Where do variable annuities fit in the grand landscape of investment options? Adam Bold takes on this topic, exploring what every investor should know about surrender penalties, expenses, and "too good to be true" outcomes.

    If you're considering or have a variable annuity as part of your portfolio, know what you're getting with your investment.

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