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The ABCs of Zero Coupon Bonds | Chad Hoffmann

http://www.worthinvestments.com/resource-center/investment/the-abcs-of-zero-coupon-bonds

1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. The ABCs of Zero Coupon Bonds. At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic interest and repays the principal at maturity? Zero coupon bonds are indeed debt instruments but are issued at a discount to their face value, make no interest payments, and pay their face value at time of maturity. How Does It Work? Zero coupon bonds are subject to an unusual taxat...

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Types of Stock Market Analysis | Chad Hoffmann

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1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. Types of Stock Market Analysis. Best Seller. One of the more influential books on using fundamental analysis is Benjamin Graham’s. First published in 1934, it’s now in its sixth edition and has sold more than one million copies. Source: McGraw Hill, 2016. The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a close look at each. When a fundamental review is complete, the analyst ...

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Insurance | Chad Hoffmann

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1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Protecting Those Who Matter Most. Is Term Life Insurance for You?

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The Business Cycle | Chad Hoffmann

http://www.worthinvestments.com/resource-center/investment/the-business-cycle

1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. How will you weather the ups and downs of the business cycle? Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Have A Question About This Topic?

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Resources | Chad Hoffmann

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1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Money | Chad Hoffmann

http://www.worthinvestments.com/resource-center/money

1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Your Cash Flow Statement. Keeping Up with the Joneses. Well, they are. Take a look and see.

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The Fed and How It Got That Way | Chad Hoffmann

http://www.worthinvestments.com/resource-center/investment/the-fed-and-how-it-got-that-way

1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. From Boats to Brokers. From the Dutch East India Company to Wall Street, the stock market has a long and storied history. If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Keys to Investing for Retirement. Have A Question About This Topic?

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Retirement | Chad Hoffmann

http://www.worthinvestments.com/resource-center/retirement

1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Retiring the 4% Rule. An Inside Look at Retirement Living. Raise Your Retirement Income. Longer, healthier ...

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Systematic Withdrawals in Retirement - Clear and Wrong?

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1661 Boyson Square Dr Suite 200B. Hiawaitha, IA 52233. Systematic Withdrawals in Retirement. Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high.¹. Actually, it can be quite problematic. Here’s an example. In the accumulation phase, invest...