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Jul 11, 2022

Pam, Terry and Richard puncture the myth that holding bonds in your portfolio offsets the risks of owning stocks. For example, this year, rising interest rates have driven down the prices of existing bonds. While this may not create a problem for investors who plan to hold on to their bonds until they mature, selling...


Jul 11, 2022

Do you truly know how long the money you’ve saving in your 401(k) will last during your retirement? In this episode, Terry, Richard and Pam discuss the benefits and potential flaws of a new federal rule that will require retirement plans to start providing lifetime income statements that show much monthly income...