2002 Assets Retirement Planning 
Random Roger's Retirement Planning
JANUARY 1, 2025
Keeping the same 25% in risk assets but going with ProShares Ultra S&P 500 (SSO) equates to 50% in equities plus then 75% in T-bills or The Vanguard Total Bond Fund (VBTLX). What about leveraging up the equity exposure with a 2x fund?
Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). Approximately 27.3
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Random Roger's Retirement Planning
MAY 6, 2024
The FT also said that Man Group, Gotham Asset Management, Ionic Capital Management and others were going the same route. In 2000, BPLSX outperformed by 69%, in 2001 it outperformed by 37%, 22% in 2002 and 46% in 2009. The article focused on the Tremblant Global ETF which will have the epic symbol of TOGA.
Random Roger's Retirement Planning
OCTOBER 25, 2022
Both are multi-asset but PRPFX obviously allocates to precious metals and where you see the two funds diverge, those divergences coincide with big moves in gold. Going back to 2002 and PRPFX has a CAGR that beats VBAIX by 74 basis points annually thanks mostly to how well gold did in the first decade of this century.
Park Place Financial
JULY 6, 2022
RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Current and upcoming rulings are changing public retirement for Texans. What Is Texas HB 3898?
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. While no two downturns are the same, we believe this approach can again be effective in the current period.
Expert insights. Personalized for you.
Let's personalize your content