Recent Articles from Mike Shafai
Do you know who your IRA beneficiary is…
Deciding whom to designate as a beneficiary for your IRA might seem like an easy decision-you probably want your money to go to someone near and dear to you. But is the person (or people) you’re thinking of actually named as the beneficiary on the particular IRA you opened all those years ago? To be […]
Global investment: Is it still a smart strategy?
Despite the developing global economy, some investors still believe that owning U.S. securities is sufficient – that international securities would just duplicate their efforts. But a closer look at economic and market trends reveals numerous reasons for continuing to diversify with investments from around the world. Unique economic environments – There are still significant difference[...]
Fixed income’s role in saving for retirement
Every investor’s financial situation and investment goals are unique and evolve over time. As investors approach retirement, funding living expenses becomes an increasingly significant consideration. For many investors, maintaining a steady income stream is a focus for their retirement years. Customizing your portfolio to include fixed income securities may help achieve this goal. Fixed inco[...]