Author: landaasco

  • Talking Money: Measuring risk/reward

    This MONEY TALK VIDEO, with Kyle Tetting, introduces some of the statistical tools used to help measure risk and return. […]

  • Mutual Fund Distributions – Part 2

    More capital gain distributions from mutual funds recently means investors need to be aware of possible tax consequences, Ron Hansen says in the second of two Money Talk Videos. […]

  • Talking Money: Modern Portfolio Theory

    Modern Portfolio Theory aims at balancing asset allocations to optimize investment return at a given level of risk. It’s a prize-winning approach to investment management, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

  • Educational investing

    By Steve Giles Once your retirement fund is in order, you need to know about the options available for tucking away money for school. A few options offer tax advantages, including the Coverdell Education Savings Account, the 529 College Savings Plan and the Uniform Transfer to Minors Account. […]

  • Resetting Morningstar web portal passwords

    There is a necessary balance needed between security and convenience. Stronger security often leads to less convenience for home computer users. In the case of the Morningstar Client Web Portal, users are allowed five login attempts before their account becomes locked. Once an account is locked, Landaas & Company associates have to communicate with Morningstar…

  • Expressing gratitude

    Through November, the stock market was on track for one of the 20 top annual returns since the 1929 stock market crash. In a MONEY TALK VIDEO, Bob Landaas talks about what that could mean for charitable giving. […]

  • 2013 Investment Outlook Seminar – The Answers

    Photo by Reuben Neese Here are the answers to the 2013 Investment Outlook Seminar Quiz. (Thank you for not peeking ahead. Delayed gratification is its own reward.) View our recording of the seminar by clicking here. 1. Name the two fundamental determinants of whether stock prices go up or down over the long run.  Corporate…

  • Plans to consider

    By Alexis Kobin A majority of American adults die without writing down their most basic desires for what is to happen when they pass on, according to estate planners. I am 29, and the idea of writing a will seemed pointless at this stage, until the birth of my son. He’s been my catalyst for…

  • Designating your beneficiaries

    By Isabelle Denton Just as it is important to be sure that you are allocated appropriately given market conditions and your risk tolerance, you need to know how your money will be passed to your heirs and that it is aligned with the rest of your estate plans. […]

  • Stock up for the long haul

    By Dave Sandstrom Investors who fled stocks after the financial crisis or simply decided to pull out on the day they retired are now seeing firsthand why being too conservative can be costly. The last 30 years in the bond market have produced reliable returns, so this concept of leaning too heavily on bonds is…