Money Matters – Skloff Financial Group Question of the Month – July 1, 2017 Top 10 Most Frequently Asked Questions (FAQs) on 529s By Aaron Skloff, AIF, CFA, MBA Q: What are the top 10 most frequently asked questions about 529 higher education savings plans? The Problem – Misunderstanding 529s Like many sections […]
Long Term Care University – Question of the Month – 06/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the Lincoln MoneyGuard […]
Money Matters – Skloff Financial Group Question of the Month – June 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: While we are familiar with asset allocation and portfolio diversification, we are not familiar with tax diversification. What is tax diversification and what advantages may it provide? A: The Problem — Understanding […]
Long Term Care University – Question of the Month – 05/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid). Can you please review the Minnesota Life […]
Long Term Care University – Question of the Month – 04/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Traditional Versus Combination Life and Long Term Care Insurance’ and decided we want to purchase a Combination policy. When comparing two Combination policies we realized one of the policies explicitly […]
Click to Enlarge This Morningstar Inc. chart shows the S&P 500’s annualized gains and losses through many bull markets and bear markets from 1903 to 2016. “Ten of the 12 bull markets had annualized gains greater than 15%. Similarly, annualized losses exceeded 15% in 10 of the 11 bear markets. Second, bear markets typically unfold more […]