Financial Intel Monthly

Handling a Dispute with Your Insurance Company

Jan 10, 2019 9:46:16 AM / by The Retirement Group (800) 900-5867 posted in broker, crytocurrency, Early Retirement, Economic Report, Economy, insurance, insurance agent, legal, life insurance, Money, money management, NGC, PPA, Retired, retirement planning, The Retirement Group, third party, Uncategorized, 401k, 72T, access.att, Age Penalties


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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


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


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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The 4% Withdrawal Rule

Dec 26, 2018 12:28:10 PM / by The Retirement Group (800) 900-5867 posted in bonds, crytocurrency, equities, financial freedom, invest, Profit, Retirement, stocks, success, The Retirement Group, bitcoin, wallstreet


The 4% rule has received a lot of attention recently, as recent market woes of the past 18 years – from the tech crash of 2000 to the global financial crisis of 2008 – have pressured both market returns and increased volatility in the portfolios of retirees.

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