Archives | Retirement Investments -- MyPlanIQ

July 29, 2019: Fixed Income Portfolios In A Lower Yield Environment

by MyPlanIQ | Jul 30, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We look at our total return bond fixed income portfolios for retirement income and discuss the implication of the upcoming lower rate environment.

July 22, 2019: Core Satellite Portfolios Balance Fluctuation

by MyPlanIQ | Jul 23, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We examine our conservative core satellite portfolio and learn from its recent behavior, especially from its tactical component.

July 15, 2019: Quality Stock Factor ETFs

by MyPlanIQ | Jul 16, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

Quality stock ETFs deliver better long term returns than broad base stock index funds.

July 8, 2019: Surprise! Brokerages Make Most From Your Cash, Not Commissions

by MyPlanIQ | Jul 9, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We closely look at the latest quarterly report from Schwab and pointed out that brokerages make most of profit from client cash, not from commissions.

July 1, 2019: Utilities Sector Review

by MyPlanIQ | Jul 2, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

Utility stocks offer comparable long term returns, lower volatility and better momentum, compared with S&P 500.

Vanguard ETF:	10%*
Diversified Core:	11%*
Six Core Asset ETFs:	10%*

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