FEB
2019
Returns for a Hypothetical Balanced Portfolio (PDF)
USAA
Intermediate Level
FEB
2019
Growth and Value Investing (PDF)
Morningstar
Intermediate Level
FEB
2019
20-Year Portfolio Performance (PDF)
Morningstar
Intermediate Level
FEB
2019
The Cost of Market-Timing (PDF)
Morningstar
Intermediate Level
FEB
2019
Inflation, Not Rising Rates, Biggest Bond Threat in the Long Term (PDF)
Morningstar
Intermediate Level
FEB
2019
World Stock Market Capitalization (PDF)
Morningstar
Intermediate Level
FEB
2019
Bonds Produced Greater Income (PDF)
Morningstar
Intermediate Level
FEB
2019
Importance of Rebalancing (PDF)
Morningstar
Intermediate Level
FEB
2019
Market Downturns and Recoveries (PDF)
Morningstar
Intermediate Level
FEB
2019
Periods of Consecutive Negative Stock Returns (PDF)
Morningstar
Advanced Level
FEB
2019
Adding a Bond Allocation to Diversify (PDF)
Morningstar
Intermediate Level
FEB
2019
Crises and Long Term Performance (PDF)
Morningstar
Basic Level
FEB
2019
Importance of Staying Invested (PDF)
Morningstar
Basic Level
FEB
2019
Hot-Hand Fallacy: Chasing Fund Performance (PDF)
Morningstar
Intermediate Level
FEB
2019
The Sequence of Returns Can Significantly Affect Your Retirement (PDF)
Morningstar
Basic Level
FEB
2019
Enhancing Your Wealth, Employer Match (PDF)
Morningstar
Basic Level
FEB
2019
High Withdrawal Rates Will Quickly Deplete Your Assets (PDF)
Morningstar
Intermediate Level
FEB
2019
Personal Savings Expected to Play a Larger Role in Retirement (PDF)
Morningstar
Intermediate Level
FEB
2019
Retirement Assets Deplete Faster with Higher Withdrawal Rates (PDF)
Morningstar
Basic Level
FEB
2019
Retirees Need to Replace a Significant Amount of Income in Retirement (PDF)
Morningstar
Intermediate Level
FEB
2019
Retirees Face Numerous Risks (PDF)
Morningstar
Intermediate Level
JAN
2016
Ways to Pay for College If Your 529 Isn't Enough (PDF)
Morningstar
Basic Level
FEB
2019
Benefits of Deferring Taxes (PDF)
Morningstar
Intermediate Level
FEB
2019
Comparison of Highest and Lowest Marginal Tax Rates (PDF)
Morningstar
Advanced Level
FEB
2019
Inflation and Taxes Reduce Returns (PDF)
Morningstar
Basic Level
FEB
2019
Taxes Significantly Reduce Returns (PDF)
Morningstar
Basic Level
JAN
2016
5 Year-End Portfolio Mistakes to Avoid (PDF)
Morningstar
Intermediate Level
JAN
2016
Investors Are Driving Expense Ratios Down (PDF)
Morningstar
Intermediate Level
