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Nov 05, 2013

Q&A: What to Do with Old Retirement Account Statements?

Question: I have hundreds of pages of statements from closed retirement accounts. Some date back to the 1980s. Some date back to the 1980s. Must I keep

Jun 20, 2018

Q&A: Sell or Ride Out Market Downturns?

Question: What does your firm do when the stock market takes one of its big nosedives? Do you go to cash, or do you just ride it out?

Jan 22, 2014

Q&A: What is a unit investment trust? Is it something I should look at? What are the pros and cons?

Question: What is a unit investment trust? Is it something I should look at? What are the pros and cons? Ric: A UIT invests in a basket of stocks or bonds.

May 27, 2013

QUESTION: Lump-Sum Investing vs. Dollar Cost Averaging

Question: After reading your books, I know that you advocate lump-sum investing, but in a volatile market is it possible that dollar cost averaging trumps

Jun 20, 2013

Why Do Some Celebrities Suffer Money Woes?

Why do some celebrities have financial problems? Ric Edelman provides several reasons ranging from guilt to fraud and stupidity.

Jul 14, 2015

Q&A: Planning for Retirement Income

Ric Edelman answers a question about stock/bond investment ratios, how to start taking income from those investments and why inflation must be factored in.

Aug 06, 2014

Q&A: What To Do with "Sudden Money"

Ric Edelman explains the best possible solution of what to do when you have recieved "sudden money".

Jun 03, 2015

Q&A: Outperforming a Diversified Portfolio?

Ric Edelman answers a question from someone wondering if putting money in an S&P 500 index fund would outperform a diversified financial portfolio.

Jan 13, 2015

Q&A: Add Precious Metals to Portfolio?

Ric answers a question on if precious metals should be included in a diversified portfolio. Learn why they should be, and what percentage.

May 24, 2013

Q&A: Is Gold a Bubble?

Question: I've heard you refer to gold as a "bubble." What is your definition of a bubble, and why do you think gold fits that definition? Ric: Essentially