Timothy Sumer

Like and Subscribe to see new content This video - Bonds YTM and YTC calculations, Financial calculator needed All videos and content are created and provided by us. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use. No copyright infringement intended. ALL RIGHTS BELONG TO THEIR RESPECTIVE OWNERS*... ( read more ) LEARN MORE ABOUT: Treasury Inflation Protected Securities REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing CIMA Study Tips: Bonds YTM and YTC Studying for the CIMA (Chartered Institute of Management Accountants) exams can be a challenging tas...

Should you rollover your 401K or IRA to a Gold IRA? Discover if transitioning your 401k or IRA to gold and silver aligns with your financial objectives by joining our online seminar. Register here: ✅ The decision to shift your 401k or IRA to gold is a personal one, influenced by your financial aspirations, risk appetite, and investment approach. Gold, often regarded as a "safe haven" asset, can offer a buffer against inflation and currency volatility, and can contribute to diversifying your portfolio. However, keep in mind that unlike stocks or bonds, gold does not yield income, and its value is purely driven by market demand, which can be unpredictable. Furthermore, transitioning your retirement funds into a gold IRA may involve fees and tax consequences. Before making such a decision, it's advisable to seek guidance from a financial advisor or investment professional to ensure it fits into your comprehensive financial strategy. Remember, all investments ...

In today's rapidly changing economic landscape, it's crucial to stay one step ahead when it comes to investing. As inflation rates soar, it's imperative to adopt effective wealth protection strategies and explore the best sectors to invest in. In this informative video, we delve deep into mastering inflation and reveal the top strategies and sectors that can safeguard your wealth. We begin by examining the impact of high inflation on your investment portfolio. High inflation erodes the purchasing power of your money, making it vital to identify strategies that can counter its effects. Our experts analyze a range of wealth-protection strategies that have historically proved effective during periods of high inflation. From diversification to hedging, we provide actionable insights to shield your investments from the eroding effects of inflation. But where should you direct your investments to maximize returns during periods of high inflation? Our video outlines the ...

We look at income flooring using a bond ladder. We learn about a variety of strategies including using government bonds, using SPLITs, and using SPLITs of TIPs.... ( read more ) LEARN MORE ABOUT: Treasury Inflation Protected Securities REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing How to Build an Income Floor with Bonds When it comes to investing, one of the primary goals for many individuals is to create a steady income stream. Investors often seek options that can provide a reliable source of income, especially during times of market volatility. Bonds are an excellent choice for building an income floor, as they offer relatively low risk and a fixed income stream to investors. In this article, we will explore how to effectively build an income floor with bonds. 1. Understand the Basics of Bond Investing: Before diving into building an income floor, it is crucial to ...

BONDS VS INFLATION #inflation #fundamentalanalysis #bonds Fixed-income investments, such as bonds, may also be affected by inflation. When inflation rises, the purchasing power of the interest payments and principal value of fixed-income securities may be eroded. Investors need to consider inflation-adjusted returns or seek investments that outpace inflation. Subscribe for more videos like this Disclaimer : We are not financial adviser. You have to do your own research before investing. Invest only the money you can afford to lose. Its your money its your responsibility. Let your money works for you Start small dream big Please hit the like and subscribe button and share it with your friends and family.... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Bonds vs Inflation: A Fundamental Analysis In times of ec...

In this video we're answering the question "Is it worthwhile to roll my IRA into a 401(k) so I can do Backdoor Roth IRAs?" The White Coat Investor wants to help you stop doing dumb things with your money, so in this video series we answer questions you have submitted. To get your questions answered by The White Coat Investor, visit and record your question. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Subscribe Here: Main Website: Student Loan Advi...

In this video I will break down the whether you should be investing in a Roth IRA or a Traditional IRA, plus I will also break down the ETF asset allocation strategy that I use. People often get so intrigued with buying stocks, that they miss the reality that most people can't beat the market average over a long period of time. Often the best stocks to buy now are passive managed index funds. You can open a Roth IRA or traditional IRA through brokerages like Vanguard or Fidelity. M1 Finance Roth IRA has also become a popular option. The book I recommend in this video is the Bogleheads Guide to the 3 fund portfolio if you are interested. Follow me on Social Media Instragam- Facebook- Snapchat- Chris_Futrell... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Roth IRA vs Traditional IRA: Which One Makes You More Money? Saving for r...

Rothman puts together the ideal retirement portfolio for your IRA, 401k, and retirement accounts. Head over to our channel to see our diversified combination of stocks, bonds, emerging market securities, and inflation hedges. Keyword: Asset allocation, Diversification, Risk tolerance, Retirement goals, Investment horizon, Employer-sponsored retirement plans, Individual Retirement Accounts (IRAs), Roth IRAs, Traditional IRAs, 401(k) plans, 403(b) plans, SEP IRAs, SIMPLE IRAs, Index funds, Mutual funds, Exchange-traded funds (ETFs), Stocks, Bonds, Real Estate Investment Trusts (REITs), Annuities, Withdrawal strategies, Required Minimum Distributions (RMDs), Tax implications, Inflation, pension The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Investing involves the risk of loss. This content should not be regarded as personalized investment advice or ...

STOCKS VS INFLATION #stocks #inflation #investment While inflation can have a negative impact on certain investments, stocks have historically been considered a potential hedge against inflation. Inflation often coincides with a growing economy, which can benefit companies' revenues and earnings. However, it's important to note that not all stocks perform well during inflationary periods. Subscribe for more videos like this Disclaimer : We are not financial adviser. You have to do your own research before investing. Invest only the money you can afford to lose. Its your money its your responsibility. Let your money works for you Start small dream big Please hit the like and subscribe button and share it with your friends and family.... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Stocks vs Inflation:...

Wondering if gold can help you beat inflation? And how good is it as a long-term investment option? Watch this episode of Investors' Hangout 📲 #Gold #MutualFunds #WealthCreation #Inflation #mutualfund #mutualfundssahihai Chapters: 00:00 Introduction 00:45 Why is gold so adored? 03:35 Gold as an investment 05:02 Characteristics of a good investment 06:13 Should you invest in gold? 08:00 Key-Takeaways 👉Subscribe to our newsletter 📃: 📩 👉Subscribe to our Youtube channel: 🔔 👉Subscribe to our monthly magazines 🔖: Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research will answer all of them. ➡️Post your query on You can use our Premium service for exclusive analysis, guidance, and customised recommendations. If you are wondering how to get started with stocks or an experienced investor trying to add a new source of investing ideas to...

Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: Resources Mentioned in the Video: Investment Tracking Spreadsheet: Opportunistic Rebalancing paper: Jack Bogle interview: Jack Bogle, the founder of Vanguard, argued that one should not rebalance their investment portfolio. He believed that doing so lowered long-term results. In this video we'll understand why he believed rebalancing was unnecessary, along with good reasons to rebalance a portfolio. I'll also cover how I use what's called Opportunistic Rebalancing in my investment portfolio. #rebalancing #investing #RobBerger Tools & Resources 📚 My Book (of course): 📈 Personal Capital (Investment Tracking): description of video] 💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): 📊 Morningstar (Fund Research): 💵 Tiller (Budgeting): 🏆 Best Investment Tr...

How to Avoid Home Environment from inflation | Inflation Management | Syyed Samar Ahmed How to Avoid Home Environment from Inflation: Inflation Management Tips by Syyed Samar Ahmed Learn effective strategies and practical tips from renowned expert Syyed Samar Ahmed on how to protect your home environment from the impacts of inflation. In this informative article, discover key insights and actionable steps to manage inflation and safeguard your household's financial stability. From budgeting techniques to investment advice, empower yourself with knowledge and take control of your home's economic well-being. - / . , ( ) - , , , , & : ►► ►► (/ ) ►► (/ ) ►► ►► - : 1. - 2. 3. - 4. & 5. - 6. +92 300 0755516 +92 303 9787887 DISCLAIMER No Copyright Infringement Intended Contact Us: LLMentoringPk Learn effective strategies and practical tips from renowned expert Syyed Samar Ahmed on how to protect...

Contribute to Non-Deductible IRA or Post-Tax Brokerage? (Allen) In the past, while working, I typically made too much salary to contribute to a Roth IRA, or get a deduction for a regular IRA contribution. Therefore, I made annual contributions to a non-deductible IRA, and I have been keeping track of the basis, so that I don't pay taxes on the non-deductible contributions, when I decide to start taking withdrawals. MY QUESTION - In general, does contributing to a non-deductible IRA make sense vs. post tax contribution to a brokerage account, given that the non-basis portion of the IRA will be taxed as income, when I take a distribution, vs. only paying long term capital gains on any money invested in a brokerage account? Seems like my income tax rate will be lower than capital gains rate, when I start withdrawing money from the IRA, but who knows where tax rates will be, in 15 years!!!!! I understand that our friends in DC are looking to increase capital gains rates to eq...

Financial planning expert Michael Kitces weighs in on whether higher bond and cash yields suggest that retirees and preretirees should hold more in those asset classes. 00:00 Introduction 00:28 Higher Yields and Asset Allocation Credit-Sensitive Bonds How Does Inflation Affect Asset Allocation? TIPS and the Bond Market Our guest for the video, “How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, co-founder of XY Planning Network and AdvicePay, and is the Chief Financial Planning Nerd for the advisor education platform Kitces.com and the Nerd’s Eye View blog. What to watch from Morningstar. 3 Pillars of Financial Wellness Why Bear Markets Can Be a Good Time to Invest Planning to Retire Soon? Flexibility and Spending Count Morningstar Investment Conference: Recession Risks and the Markets Read what...

Do you know what the most important steps are that you can take today to grow your wealth? Regardless of your age or where you are in life with saving for retirement, today’s show is for you. Joe Anderson, CFP®, and Big Al Clopine, CPA give you the steps to success to grow your wealth at any age! Download the Guide to Growing Your Wealth: 0:00 - Intro 1:52 - Steps to Success 3:16 - Asset Allocation 5:15 - Account for Inflation 6:21 - Download: Grow Your Wealth Guide 7:11 - True/False: Most retirees surveyed say they saved more money than they needed in retirement 7:41 - Investing Early 8:37 - Missteps and Catch-ups 9:43 - $1 Million at Retirement 11:15 - Retirement Income and Spending 13:49 - Download: Grow Your Wealth Guide 14:25 - True/False: If I make too much money I can’t invest in a Roth account. 15:32 - Roth Income Limits and Contribution Limits 17:57 - IRA Income Limits and Contribution Limits 18:40 - Tax-Smart Strategies 20:00 - Ask the Experts: My financial ...