Personal Finance

6:00pm

Thu February 6, 2014
Financial Planning

Outlook: 2014

J. Daniel Pluff

In this episode, Daniel provides an outlook on the year ahead in the markets, and some things to watch out for.

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3:03pm

Wed May 29, 2013
Financial Planning

Risks of the Bond Market

J. Daniel Pluff

For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel discusses the often overlooked risks of the bond market and the impact of rising interest rates. Is it possible investors will experience losses in their bond portfolios in the future?

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9:53am

Mon May 13, 2013
Financial Planning

Active vs. Passive Management

J. Daniel Pluff

In this commentary, J. Daniel Pluff discusses how active and passive management of financial funds can co-exist to provide consistent performance over time. Being prepared to respond to opportunities in the markets is a good thing, but so is allocating your portfolio for the long-haul and sticking to that plan when the markets become volatile.

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9:53am

Mon May 13, 2013
Financial Planning

Asset Allocation

J. Daniel Pluff

In this commentary, J. Daniel Pluff discusses why the key to optimal financial performance is asset allocation; putting your money where it will best meet your needs. Strategic asset allocation requires periodic review of your portfolio in light of your needs and market performance. Set your financial targets, then work with an adviser who specializes in asset allocation to get the best performance.

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