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Monthly Archives: August 2010
Utah Boomers Magazine
Going forward one of Net Worth Advisory Group’s financial planners, Lon Jefferies, will be a monthly contributor to Utah Boomers Magazine. The publication will launch its debut issue in September. We had an opportunity to preview the magazine and it looks great. Great information, very interesting, and fun! Keep an eye out for the initial [...]
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The Best Use of Your Money
There are so many productive ways to spend our money: saving for retirement, paying off the house, paying down consumer debt, and don’t forget about reasonable spending to make life more enjoyable. So what should take priority? Here are some things to consider. 401(k) First, determine whether your employer’s 401(k) has a match. For instance, [...]
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The Importance of the Yield Curve
Historically, the yield curve has been a strong predictor of where the U.S. economy is headed. Essentially, the yield curve is the difference between long-term (10-year treasury notes) and short-term (two-year treasury notes) U.S. government debt yields. Basically, if long-term debt is offering significantly higher returns than short-term debt, investors are expecting the economy to [...]
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Best Predictor of Mutual Fund Success: Low Fees
Morningstar, a leader in researching stocks, mutual funds, and annuities, announced a new study concluding that using low fees as a guide would give investors better results than even Morningstar’s own star-rating system, which considers risk-adjusted returns. Morningstar found that in aggregate, low-cost funds had better returns than high-cost funds across all asset classes during [...]
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New Strategies For Your Old 401(k)
Carolyn Geer wrote an article in the Wall Street Journal indicating there are over 15 million instances of 401(k) and other retirement accounts being left behind in ex-employers’ plans. So when is it smart to leave an account at an old employer vs. rolling it over to a new 401(k) or IRA? Most of this [...]
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Quick Tip: Rebalance Annually
After a period of volatility, investors must rebalance their portfolios. If a portfolio was 50 percent stocks and 50 percent bonds at the beginning of 2009, that ratio is likely closer to 60/40 today. Thus, the portfolio is currently more aggressive than it was designed to be. Further, because mid cap and small cap stocks [...]
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Quick Tip: Review Your Risk Tolerance
Now that the market has recovered much of 2008’s losses, now is a great time to reconsider your tolerance for risk. If you have a hard time sleeping due to recent market declines, perhaps your investment portfolio is too aggressive. Most financial professionals have great tools to identify an asset allocation of stocks, bonds, and [...]
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The Importance of The Yield Curve