Stocks Versus Bonds in Retirement Planning
- Send in the Clones? Israelsen, Craig L. // Financial Planning;Apr2007, Vol. 37 Issue 4, p107
The article discusses a study which investigated target-retirement-date funds in the U.S. The assets utilized in target-retirement-date funds include U.S. equities, non-U.S. equities bonds and cash. Graphical illustrations that show average allocations to stocks, bonds and cash in different...
- Sentiment Takes Another Drop. // Financial Planning;Aug2013, Vol. 43 Issue 8, p13
The article reports on the decline in the Retirement Advisor Confidence Index in July 2013. The decline of the index for a second consecutive month is being attributed to a drop in risk tolerance by 20 points and an allocation shift toward cash out equities and bonds. Concerns are also being...
- Some guesses for 1996. Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;1/8/1996, Vol. 127 Issue 2, p46
Offers investment-related predictions for 1996. Worry about the government cutting the tax on capital gains; United States stocks; International stocks; Bonds; Listing of percentage of 1995 return on one-year certificate of deposit (CD) mutual funds.
- Capital Gains Taxâ€”Rights Issues. // Accountancy;Dec1966, Vol. 77 Issue 880, p858
This article focuses on the rights issue associated with capital gains tax in Great Britain in 1966. When a company makes an issue of shares or debentures on favorable terms, it is usual to restrict the offer to the holders of the equity share capital. Each such shareholder then receives a...
- How realistic are you? // Money;Nov2004, Vol. 33 Issue 11, p96
The article presents a quiz aimed to assess ones understanding of responsible retirement planning and outlines explanations of the appropriate responses. The seven questions below deal with core assumptions we make about retirement. Respond to each and then read the answers that follow to see...
- Immediate Gratification. Korn, Donald Jay // Financial Planning;Feb2008, Vol. 38 Issue 2, p93
The article emphasizes the use of immediate annuities (IA) in acquiring income and stability to a retirement portfolio in the U.S. In a study group co-sponsored by New York Life, retirees who buy an AI and included this to a standard stock/bond retirement portfolio can reap financial return over...
- Start Planning Now to Retire in Comfort. Davis, Scott // American Drycleaner (Crain Communications Inc. (MI));May2001, Vol. 68 Issue 2, p88
Focuses on the retirement planning strategies in the United States. Possession of advantage on saving plans offering tax breaks; Initiation of regular payments; Diversification of portfolio among stocks and bonds.
- Investing for the Simple Life. Weisser, Cybele // Money;May2005, Vol. 34 Issue 5, p90
This article critiques and revises the investment strategy of a middle-aged couple with two children. Soon after Los Angeles art directors David Hoffmann and Marcelle Gravel began dating six years ago, they started planning their escape from a frenzied urban existence. "Marcelle and I would be...
- What women want: Financially speaking, businesswoman in transition gets case study makeover. High, Laura // Fort Worth Business Press;2/13/2004, Vol. 17 Issue 6, p26
Focuses on personal finance of women and businesswomen. Discussion on asset management; Information on investment portfolio of stocks and bonds; Details of their retirement plans.