by MyPlanIQ | Jul 27, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We review our ultra short term bond fund portfolio and discuss how it fits to be a money market fund substitute.We also again discuss how to utilize a brokerage account for banking activities.
by MyPlanIQ | Jul 20, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We examine the best balance fund, T.Rowe Price capital appreciation fund and discuss our confidence to outperform it.
by MyPlanIQ | Jul 13, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, open-newsletter, Portfolios, Retirement
We examine S&P 500 index total returns in its 93 plus year history and reveal that there are many bear or flat periods that are longer than 20 years. It’s important to be cautious and understand that the current bull market might end one day and likely enters a long period of bearish or flat market.