Author's articles

Investing for Major Financial Goals

By Yulian Isakov · 13 years ago

Most people invest their money to achieve a comfortable and secure retirement, to help their children pay through college, or to make a large purchase such as a home. No matter the goals you have ...

Is your retirement income and portfolio built to last?

By Yulian Isakov · 13 years ago

You may be already retired but you still have work to do making sure your assets are working as hard as they can for you producing the income that you need to cover your retirement ...

Rebuild Your Retirement Income and Portfolio

By Yulian Isakov · 13 years ago

Perhaps you are one of the many investors that had planned carefully and were on track to make a smooth transition into retirement. Over the years, you along with other investors just like you built ...

Understanding the most important investment concepts

By Yulian Isakov · 13 years ago

It's always good to have at least a basic foundation of fundamental investment knowledge whether you're a beginner to investing or working with a professional financial advisor. The reason is simple: You are likely to ...

Financial Planning Considerations For a Surviving Spouse

By Yulian Isakov · 13 years ago

Death is a difficult time and most people tend to shy away from its potential financial consequences until it becomes too late. Typically people shy away from dealing with estate planning issues as long as ...

A look into alternative investments

By Yulian Isakov · 13 years ago

Your investment portfolio will typically include conventional investments such as stocks and bonds both equally important parts of a solid, long-term investment strategy. But, there are many other less-typical investments that can supplement your portfolio ...

An often-overlooked investment opportunity: Non-traded REITs

By Yulian Isakov · 13 years ago

Residential properties are one great way of owning a piece of real estate for investors, but it is certainly not the only way. Investing in commercial real estate such as malls, medical office buildings, large ...

Are Inflation-Indexed Bonds Right For You?

By Yulian Isakov · 13 years ago

Government bonds are the most popular type of bond that many investors and savers use because they carry the full faith and credit of the U.S. government. Being relatively safe, the are appropriate for investors ...

Borrowing Or Withdrawing Money From Your 401(k) Plan

By Yulian Isakov · 13 years ago

Employer-sponsored 401(k) plans may have various loan provisions allowing participants to take loans against their retirement savings or take withdrawals in times of hardship. But before you consider borrowing money from your 401(k) plan, you ...

Choosing Mutual Funds for Your Portfolio

By Yulian Isakov · 13 years ago

Choosing mutual fund investments from the thousands of fund offerings available can be daunting. With so many different categories of funds and fund families, it may make sense to work with your financial advisor. Here ...

Diversify Before Your Retirement With In-Service Distributions

By Yulian Isakov · 13 years ago

Many don't know this, but if you are currently participating in an employer-sponsored retirement plan such as your 401(k) plan, you may not have to keep all your retirement savings locked in the employer plan ...

Importance of Asset Allocation in Diversification and Managing Risk

By Yulian Isakov · 13 years ago

Asset allocation means spreading your investments funds across many asset categories. As an investment strategy, this will help investor balance the overall portfolio risk, volatility, and performance. Asset allocation is an important construct to use ...