Mutual Funds

Articles are about big issues affecting readers, individual or corporate.

Mutual Funds

Taking Stock In Overseas Investing

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jun 19, 2019

Because different countries have different currencies, overseas travel is usually more complicated than domestic travel. Likewise, overseas investing is more complex than domestic investing. However, just as foreign travel adds diversity to your travel experiences, so foreign assets add diversification to your portfolio.

Read More
The Retirement Plans of Self Employment

403b Plan Advisors for Teachers and Administrators in Massachusetts

By: Tim Hayes Financial Advisor - posted in: Financial Planner - Last updated Jun 19, 2019

For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their financial advisor for their 403b plans. During this time, I have accumulated a reservoir of knowledge on your retirement system, the social security offset/windfall elimination, 403b plans, and other financial issues specific to educators

Read More
403b Plan Advisors for Teachers and Administrators in Massachusetts

Diversification and Rebalancing: A Retirement Saver’s Best Friend

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jun 17, 2019

Diversification is the proverbial don’t put all your eggs in one basket. So within an asset class like bonds, a diversified investor owns treasury bonds, corporate bonds, high-yield bonds, and international bonds, benefiting from the fluctuations from year to year in returns.

Read More
Diversification and Rebalancing: A Retirement Saver’s Best Friend

Active Money Management vs Passive Investing

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jun 17, 2019

With index investing, investors buy a basket of stocks or bonds. (Investors cannot directly invest in an index.) The most popular index is probably Standard & Poor’s 500 (S&P 500), which tracks the 500 largest companies on the NYSE or NASDAQ and is a staple in the menu of investment choices that many of you have in your 401(k)-plan.

Read More
Active Money Management vs Passive Investing

Investing in an Overpriced Stock Market

By: Tim Hayes Financial Advisor - posted in: Investment Advisor - Last updated Jun 17, 2019

The U.S. stock market has come a long way from its Great Recession low. That low, at which the S&P 500 bottomed out at 666 on March 9, 2009, is what has been called “the Haines’ bottom,” named after legendary CNBC anchor Mark Haines.

Read More

Pin It on Pinterest