Financial Intel Monthly

Rising Rates: Strategies for Managing Bond Risks

Mar 2, 2020 9:00:00 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, risk, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, rising rates

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Federal Reserve monetary policies can affect the entire fixed-income market, and the prospect of rising interest rates is a major concern for bond investors. Regardless of the rate environment, however, bonds are a mainstay of investors who want to generate income or dampen the effects of stock market volatility on their portfolios.

Now that the Fed is raising rates toward more typical historical levels, you may have questions about how higher rates might affect your fixed-income investments and what you can do help mitigate the effect on your portfolio.

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Bonds, Interest Rates, and the Impact of Inflation.

Jan 22, 2019 8:30:32 AM / by The Retirement Group (800) 900-5867 posted in bonds, Chevron, ExxonMobil, financial freedom, Financial Planning, income, inflation, invest, Money, priorities, retirement planning, stocks, 401k, 401K.com, 72t, access.att, Age Penalties, age penalties, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date, Best adviser, bitcoin, Verizon Workshop

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The Retirement Income Gender Gap: Dealing with a Shortfall

Jan 13, 2019 9:00:57 AM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, Financial Planning, investing, real estate, retirment, savings, stock, The Retirement Group, The Retirement Group LLC, wallstreet, wage gap

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When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you may find that reality is not in sync with your projections, and it looks like your retirement income will be insufficient to meet your estimated expenses during retirement. This is called a projected income shortfall.

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Growth vs. Value: What's the Difference?

Jan 12, 2019 9:10:30 AM / by The Retirement Group (800) 900-5867 posted in bonds, bull market, investments, market, Money, money management, stock, stock market, The Retirement Group, bear market

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Municipal Bond Basics

Jan 11, 2019 11:48:06 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Chevron, cryptocurrency, Economic Report, ERB, ExxonMobil, Financial Planning, Hewitt, hr1stop, investing, Money, Northrop Grumman, stocks, tax advantage, taxes, 401K, 72T, 72t, benefit commencement date, bitcoin

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Handling Market Volatility

Jan 10, 2019 10:30:31 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Early Retirement, Economy, financial freedom, Financial Planning, Hewitt, hr1stop, In Service Withdrawal, Interest, investments, Lump Sum, Money, netbenefits, Northrop Grumman, stock market, stocks, 401k, 72T, Age Penalties, allocation, AT&T Pension, benefit commencement date, Best adviser, wallstreet

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Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.

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Retirement Planning With Health Care Expenses in Mind.

Jan 10, 2019 9:00:09 AM / by The Retirement Group (800) 900-5867 posted in bonds, family, financial freedom, health insurance, Retirement, stock, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, annuity, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, medicare, wallstreet

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It is only wise to consider what Medicare won’t cover in the future.

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Investing In Bonds

Jan 7, 2019 2:37:20 PM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, investments, Retirement, retirement plannign, revenue, stocks, taxes, The Retirement Group, wallstreet

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Cash as an Asset

Dec 26, 2018 12:58:54 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, equities, finance, funds, investing, mutual funds, stocks, The Retirement Group, bitcoin

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As the market continues its upward rise, we believe the emphasis we place on our managers holding cash makes more sense than ever. With most Mutual Funds lagging the S&P 500 Index for 10 years, we feel it is important to go against the crowd. For example only 3% of the 7,500 U.S. equity funds tracked by S&P Capital IQ recently had cash positions of 10% or higher, while 97% were almost fully invested.

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8 Tenets of Choosing a Mutual Fund

Dec 26, 2018 12:55:19 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, financial freedom, forex, funds, investing, Money, mutual funds, stocks, The Retirement Group, wallstreet

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When hiring active managers, some advisors look for the star rating on Morningstar rather than using the criteria TRG recommends. We believe that advisors and investors should focus on active managers who skillfully allocate capital to their best investment ideas. Passive investment options are widely available to investors who want market returns with low fees. Active managers must add value and act in clients’ best interests by allocating capital to attractive investments to increase risk-adjusted returns and justify fees. We propose an alternative method to the Morningstar rating system that we believe provides structure that protects downside while maintaining significant performance upside.
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