Search results

This question is pretty basic, but I need some guidance regarding rebalancing a portfolio to its annual target allocations (fixed income vs. equity assets). What is the best way to approach this? In my case, I set the annual equity allocation target to be 110 minus my age. This year's equity...

Not sure what others might think, but when/if SS is "reimagined" and benefits cut or means-tested, there might be a market response (correction). The issue in this scenario is not what "haircut" factor you should include in your model, but how big/long such a correction might be and what...

This adapter can make a wireless connection between an iPhone and the on-board CarPlay system. https://cplay2air.com/

Bought a 2021 top-of-the-line Ford Ranger Lariat 4x4 about 6 weeks ago. This replaced my 1998 Ranger that was purchased before the iPhone was invented. That was a fabulous truck for 17 years. The new Ranger has more technology than I care for…Sync3, navigation, SiriusXM, Sirius TrafficPlus...

I worked with my parents to establish a trust for my younger (disabled) brother. The trust has three components: an inherited IRA, a “Special Needs” trust, and a conventional “For Benefit Of” trust. I am named in the trust documents as the Advisor to the Trustee, and as such I have the...

I will be 65 is June and recently applied for my Medicare “red, white, and blue” card. Between now and when I have to start Medicare in June, while I’m still on my individual insurance (not the healthcare marketplace, a.k.a. “ObamaCare”), what advice is there for things I should do? For...