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December 17, 2018: Robinhood’s ‘Revolution’ Or Gimmick

December 17, 2018: Robinhood’s ‘Revolution’ Or Gimmick

by MyPlanIQ | Dec 18, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We tried to understand the 3% ‘checking & savings’ offering from online brokerage Robinhood. We also looked at market trends. 

December 10, 2018: How Defensive Are REITs?

December 10, 2018: How Defensive Are REITs?

by MyPlanIQ | Dec 11, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We look at the current REIT valuation and discuss its role in the current market environment. 

December 3, 2018: Conservative Core Satellite Portfolio

December 3, 2018: Conservative Core Satellite Portfolio

by MyPlanIQ | Dec 4, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We looked at a conservative hybrid core satellite portfolio that combines both static and tactical portfolios. 

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Copyright @ LTI Systems, Inc.

*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

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