How having one can benefit you, your charity and your kids!

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Why generational wealth typically doesn’t last.

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

What’s the difference and what’s in store?

 

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

What’s driving it and where do we go from here?

 

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

It’s been a roller coaster of a month so far and hosts Soledad O’Brien and Jean Chatzky bring in Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, to tell us what we need to know about inflation, interest rates, tech stocks and more. Also in this episode, Edelman Financial Engines Planner Isabel Barrow joins the show to shed some light on charitable donations and building a legacy for your family.

 

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Here’s a quick formula to figure out how much you need and if you have enough.

 

Neither Financial Engines Advisors, L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

We’re seeing high interest rates and a hot housing market. But will prices fall?

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Will inflation be short-lived? And what about rising interest rates? Larry tells us what he thinks!

 

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

See omnystudio.com/listener for privacy information.

In this week’s episode, Soledad O’Brien and Jean Chatzky talk to economist and bestselling author Larry Kotlikoff about inflation, when to take social security and when to invest, all of which might surprise you. Then later in the episode, Edelman Financial Engines Planner Brian Leslie talks to Jean and Soledad about homeownership and different approaches to mortgages, how much life insurance you actually need and more.

On this episode:

Interview with Economist Larry Kotlikoff

To buy or not to buy a home ... that is the question

Some do’s and don’ts on life insurance

 

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

 

Neither Financial Engines Advisors, L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.

See omnystudio.com/listener for privacy information.

Cash bonuses vs. stock bonuses

 

Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

 

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

 

Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low price levels.

See omnystudio.com/listener for privacy information.