Welcome to Summer… 2015 update.
Friends: June 2015
Summer is finally here and we hope you are well. We are looking forward to the second half of this year […]
806, 2015
2003, 2015
Social Security: How Much will you Receive?
Social Security: How Much Will You Receive?
Social Security benefits are a major source of retirement income for most
people. When you begin taking Social Security greatly affects the size of
your benefit.
Your Social Security retirement benefit is […]
1303, 2015
Colwyn President Sterling Jack cited in recent article.
Dr. Sterling Jack was recently cited in an article posted by Louis DeNicola, an editor for Cheapism.com.
The article explores the cost of insurance and 12 tips to keep you from buying too much insurance.
Link:
How much […]
2002, 2015
Additional Link for some great Financial Calculators
A friend of Colwyn was looking for some calculators, using the ones we have under our links section and forwarded me the following as an additional resource:
http://www.ignitespot.com/financial-calculators
There are some here that we do not have […]
1601, 2015
An Introduction to Alternative Investments by Sameer Jain
This, from a friend of mine at AR Capital…
The alternative investments universe generally consists of investments outside
of publicly traded real estate, equity and debt. It includes investments ranging
from private commercial real estate, hedge funds and […]
1112, 2014
Maximizing Your Pension with Life Insurance
If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire. These benefits are generally based on your […]
1112, 2014
Distributions from Traditional IRAs: Prior to Age 59½
A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature […]
1012, 2014
Unit Investment Trusts: UIT’s
UITs are SEC-registered investment companies that follow a buy and hold strategy and are sold only by prospectus. Portfolios are professionally selected by the trust sponsor and are designed to follow a stated investment objective, […]
112, 2014
Bonds: easy to understand with the pencil
Bonds are loans investors make to issuers– corporations, governments, municipalities or other entities– so that those issuers can fund or expand operations. The issuer gets the cash it needs, while the lender earns interest for […]
112, 2014
Delaware Statutory Trust: DST and TIC
A DST allows investors to own a Beneficial Ownership Interest in a Trust that owns commercial real estate; it is not a real estate partnership. The investor is called a Beneficiary, and receives a proportionate […]