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Investor Returns: Chasing the Market Can Mean Less For Your Future

Posted by Thomas M. Anichini, CFA, Chief Investment Strategist on Sep 21, 2018 10:07:44 AM

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For all the challenges investors face when saving for retirement, one of the easiest ways they can undermine their own efforts is by chasing what’s hot – whether that means chasing certain fund categories or specific funds. One measure of the effect of investor behavior as it pertains to a particular fund is the fund’s investor return. The investor return measures how a fund’s investors performed. This article discusses why investor returns (as represented by Morningstar Investor Return™[1] (MIR)) are different from fund returns and concludes with takeaways and advice for consumers.

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Topics: Saving for Retirement, All, working retirement, investor returns, market downturn, investment loss, investing for retirement, fund returns, what returns investors expect

Money Market Accounts, Stocks, & Bonds: What’s the Difference?

Posted by GuidedChoice on Aug 29, 2018 9:57:14 AM

The sheer number of options available to plan for retirement, and their confusing names and acronyms, can make you want to avoid the process altogether. For instance, IRAs are a type of investing tool that allow you to set aside money specifically for retirement, but they do not come in a one-size-fits-all package. There are several types of IRAs you can choose from based on your situation. Some are tax deductible, and others are not, but all have tax and other related benefits.

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Topics: what’s the difference between stocks and bonds, what is a money market account, what is a stock, what is a bond, 401k investing, investing for retirement, All, Saving for Retirement, Near or in Retirement

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