Retirement Planning and Management

Investing in a 401(k)

Managing your 401k

The ultimate guide to managing your 401k. Uncover the best asset allocation, diversification strategies, rebalancing, yield and performance factors, etc.

Managing Retirement Income

Managing your retirement

A guide to managing your retirement from A to Z. Learn about employer plans, payout options, IRA, adding beneficiaries, working after retirement, income sources, taxes in retirement, and annuities.


alternative investments ultimate guide

Alternative Investments

All you need to know about alternatives in one guide. Learn about AI benefits, returns, regulations; hedge funds investing, REIT, BDCs; alternative investment funds, private placements & equity, liquid alts.

managed accounts guide for beginners

Managed Accounts

Learn how to choose the right managed accounts service; understand your statements and performance; managed accounts vs mutual funds and much more.


Choosing Annuities

Guide to Annuities

Learn how to choose an annuity, its types; uncover the fees, taxation, strategies, and much more.

Capital Markets

Understanding Capital Markets

Capital Markets

The ultimate guide in capital markets. Learn how to raise capital; roles of SEC, CFTC, SRO; international investing, banking system, Fed, money flow, economic cycles, etc.

Donor-advised Funds

What Is a Donor-advised fund

Donor-advised Funds

All you need to know before launching your DAF. Learn where and how to create it; how to recommend grants; DAF assets, investing and targeted giving; taxation; private foundation vs DAF.

Investing for Women

The Power of Investing for women

Investing for Women

Investing guide for women. Uncover the power of investing, ownership types, investing with a spouse, and even kinds; investing on your own.

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Trading blog for stock and futures traders by Inna Rosputnia