Author: landaasco

  • Talking Money: Mutual funds

    In our latest feature explaining more about common investment terms, Adam Baley describes how mutual funds offer affordable access to professionally managed, diversified investments. Despite vast variety among more than 8000 funds, Adam highlights four key benefits that mutual funds have in common. […]

  • Mutual Fund 101 – Money Talk Videos

    Among the scores of Money Talk Videos that Landaas & Company has produced to help individuals better understand investing, a number have covered various aspects of owning mutual funds. We have some suggestions for learning more about mutual funds. View the videos in the order suggested or skip around. […]

  • Narrowing the selection of mutual funds

    Selecting from among 8,000 mutual funds relies first on the particular needs of the investor, Kyle Tetting says. Then, sorting focuses on three main attributes. Kyle explains in a MONEY TALK VIDEO. […]

  • Safe investment withdrawals for retirees

    In a MONEY TALK VIDEO, Art Rothschild discusses how much retirees can afford to spend from their investments. […]

  • Talking Money: Total Return

    Long-term investors need to measure performance through total return. As Paige Radke explains in our latest feature on financial terms, total return represents how much an investment has actually made for an investor by accounting for both capital appreciation and income. […]

  • How to handle a financial windfall

    Congratulations. You won the lottery or got a bonus or received an inheritance. Before you blow it all, Isabelle Wiemero advises you to put your windfall in perspective. “Take a step back, take a breath and look at your entire financial plan,” Isabelle says, in a MONEY TALK VIDEO. […]

  • Why dividends matter to investors

    Stock dividends provide investors with income in addition to the capital gains they receive from price appreciation. And even when stock prices don’t rise, dividends can boost an investment’s total return, as Adam Baley explains in a MONEY TALK VIDEO. […]

  • For What It’s Worth: Loophole

    By Joel Dresang In common parlance, a loophole is a technicality – an often obscure window of opportunity – that allows someone to get around a requirement or to exploit a benefit. In the case of the Social Security file-and-suspend strategy, a loophole in administrative policies let married couples collect partial payments from a spouse’s…

  • Investing for retirement income

    With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

  • Investment results: Success or luck?

    Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]