Stocks may be fluctuating with the election polls, but there are sound reasons to hold steady with your investments. That’s according to Liz Ann Sonders of Schwab, who believes the signs point to a continuing bull market. Those with a diversified portfolio may have been pleasantly surprised with this year’s returns. Zachary Karabell of Envestnet explains why the returns of 2016 have surpassed those of 2015. Medicare participants need to think twice about carrying their Medicare card in their wallets, at least until 2018. Kimberly Lankford offers a workaround so you’re less at risk of identity theft.
Looking Past The Election– Investors are paying close attention to the U.S. election, with stocks shifting alongside the polls. Traditional market fundamentals have taken a back seat for now, but Liz Ann Sonders believes those signs are pointing to a continuing bull market. She and her team at Schwab advise that whatever the election results, investors should remain calm and recognize that the United States has withstood many leaders and political alignments and still managed to grow—and they believe this time will be no different. Read more…
Diversification Is Working In 2016– Recent volatility notwithstanding, what has been striking about 2016 as an investing year is how relatively good it has been. In fact, the return on a diversified portfolio this year is competitive with many major asset classes. It has restored some confidence in the age-old mantra of diversification being among the most prudent of investing strategies. Read more…
Why You Shouldn’t Keep Your Medicare Card In Your Wallet– Medicare Cards still display Social Security numbers, and that won’t change for a couple more years. Here’s a workaround to protect yourself against identity theft. Read more…
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