Most investors think about returns first. But what gets less attention, and probably deserves more, is volatility. Risk adjusted returns matter more. Being comfortable with portfoiio swings is the key to investment success.
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This article explains how to benefit from your ESPP (Employer Stock Purchase Plan) by looking at both short and long terms.
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Multiple research results now point to what seems like a consistent pattern: active bond funds tend to outperform their passive peers more often than stock funds do.
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Year-by-Year Annual 401(k) Contribution Limits since 1978. Also we include CPI inflation increase as a reference
Year-by-Year Income Levels for Low, Middle and Upper Income Tiers in the U.S. since 1977
A realistic accumulated savings figures by age in 2025 for various income level people.
ExxonMobil Savings Plan has simplest investment options lineup. Yet their expenses are extremely low, in fact the lowest among all.
Cadence Design Systems 401(k) Plan includes mainly ultra low-cost target date and index funds. We show these are good enough for its participants, experienced or novice.
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We review top 9 popular target date funds for young professionnals. We look at their stock/bond allocations and recent returns.
Target date funds are becoming more and more popular. We review the top 10 target date fund providers and discuss index-based and actively-manged.