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Every week, Ric Edelman brings comprehensive, useful—and entertaining!—financial wisdom and advice to a radio or streaming device near you. Learn something. Or get an answer to your own personal question!

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On this episode:

  • Do You Own a Variety of Bond Funds in Your Retirement Savings Plan?
  • The Most Effective Holiday Gift-Giving Advice
  • What If the Right Way to Invest Underperforms the Wrong Way?
  • Is There Logic in Purchasing a Deferred-Income Annuity in an IRA?

These callers were prerecorded and prescreened.

The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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.

Amazon.com, Amazon Best Sellers Children’s Money and Saving Reference Books. November 2018.

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.

In March 2008 The Lies About Money was named Personal Finance Book of the Year by the Axiom Business Book Awards for earning the Gold Medal in the category of Personal Finance. This award was presented by Jenkins Group Inc., operators of IndependentPublisher.com.

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