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  2. 80% of retirees are getting this RMD rule wrong ‘out of fear ...

    www.aol.com/finance/80-retirees-getting-rmd-rule...

    If you’re earning even a relatively conservative annual return of 4.6% on your portfolio, then you would once again have about $1,000,000 at the end of the next year, only this time your life ...

  3. Equity-indexed annuity - Wikipedia

    en.wikipedia.org/wiki/Equity-indexed_annuity

    An indexed annuity (the word equity previously tied to indexed annuities has been removed to help prevent the assumption of stock market investing being present in these products) in the United States is a type of tax-deferred annuity whose credited interest is linked to an equity index—typically the S&P 500 or international index.

  4. Permanent Portfolio Family of Funds - Wikipedia

    en.wikipedia.org/wiki/Permanent_Portfolio_Family...

    The Short-Term Treasury Portfolio (PRTBX) was founded in 1987. [2] A stock fund called Aggressive Growth Portfolio (PAGRX) was opened in 1990 [2] and Michael Cuggino was hired to manage it. [3] In 1991, the company added the Versatile Bond Portfolio (PRVBX) which invests 80% or more of its net assets in bonds. [2]

  5. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]

  6. Van Kampen Investments - Wikipedia

    en.wikipedia.org/wiki/Van_Kampen_Investments

    Van Kampen Investments, Inc. (also Van Kampen Funds, Inc. or Van Kampen American Capital) was an American mutual fund company. Formerly independent, it was acquired by Morgan Stanley [ 1 ] in 1996. Most of Morgan Stanley's asset management activities were principally conducted under the Morgan Stanley and Van Kampen brands.

  7. Billionaire Bill Gates Has 80% of His $45 Billion Portfolio ...

    www.aol.com/finance/billionaire-bill-gates-80-45...

    The billionaire philanthropist has two dozen stocks in his portfolio, but just four are worth more than all his other holdings combined. Billionaire Bill Gates Has 80% of His $45 Billion Portfolio ...

  8. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice. An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility .

  9. Passive management - Wikipedia

    en.wikipedia.org/wiki/Passive_management

    Passive management (also called passive investing) is an investing strategy that tracks a market-weighted index or portfolio. [1] [2] Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.

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