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The Ric Edelman Show: March 26, 2019

Duration: 1:22:41

On this episode:

  • Are You Struggling to Generate Income FromYour Investments?
  • The Truth About Target Date Funds
  • Should We Continue Contributing to 529 Plans for Our Twins?
  • What Are the Differences Between Agents, Brokers and Advisors?

On this episode:

Are You Struggling to Generate Income From Your Investments?

Duration: 4:40

During periods of volatility in the stock market, aggressive marketers often come out with high-pressure sales pitches. They’re usually touting alternative products like annuities. But before you sign that contract, listen to Ric Edelman explain the problems with these products and what to do if you’re being pressured to buy.


The Truth About Target Date Funds

Duration: 9:26

There’s a good chance that you own a target date fund in your retirement plan. But do you know the glide path of your target date fund? Is it designed to take you to, and through, retirement? Listen to Ric Edelman explain what you need to know about these widely used funds and how you should use them.


Should We Continue Contributing to 529 Plans for Our Twins?

Duration: 8:46

A dad calls the show and wants to know if he should continue contributing to 529 plans for his 13-year-old twin boys. Or should he stop contributing to the 529 plans and start investing in a brokerage account? Listen to Ric Edelman break down this college savings conundrum.


What Are the Differences Between Agents, Brokers and Advisors?

Duration: 9:13

Only Registered Investment Advisors are required by law to serve your best interests. Agents and brokers, on the other hand, often work on a commission basis. This compensation structure can sometimes lead to a conflict of interest with clients. Listen to Ric Edelman explain how to choose the right professionals to help you manage your life savings.


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This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.

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