The Behavior Gap and Your Financial Health How might it affect you? Provided by Marc Aarons   “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards […]

How to keep track of your savings bonds’ maturity dates. Provided by Marc Aarons  Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds […]

What to know about interest rates and yields.  Provided by Marc Aarons One time-tested principle of investing is, “when bond yields move higher, bond prices tend to move lower.” Investors are doing a “double take” on the 10-year Treasury yield, which recently topped 1.5% — its highest level in about a year. With the increase […]

A look at how variable rates of return do (and do not) impact investors over time. Provided by Marc Aarons @ Money Managers, Inc. What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for […]

As you approach retirement, it may be time to pay more attention to investment risk. Presented by Marc Aarons @Money Managers, Inc. If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or enter retirement, […]