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August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed

August 26, 2019: Employer 401k Match: Yet Another Free Lunch Not To Be Missed

Aug 27, 2019

Employer-matching contributions to a retirement plan are free lunches that are missed by about one third of participants. 

August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update

August 19, 2019: PIMCO Income Fund and Other Total Return Bond Funds Update

Aug 20, 2019

Star funds can and will falter one day and investors should have a strategy to deal with it. 

August 12, 2019: Aggressive Fixed Income Portfolios?

August 12, 2019: Aggressive Fixed Income Portfolios?

Aug 13, 2019

We review a total return bond plus muni bond fund portfolio and see whether it can be made more aggressive. 

August 5, 2019: Long Term Investment Strategies And Short Term Market Noises

August 5, 2019: Long Term Investment Strategies And Short Term Market Noises

Aug 6, 2019

We review the current market carnage by looking at asset trends. We further discuss the importance of staying the course. 

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*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.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

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