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Rehabilitating a Lopsided Portfolio
When the Radoseviches began phasing into retirement in 2006, their portfolio was worth about $1.5 million. Not anymore. Don, like everyone else, was enthralled by the stock market’s seemingly unstoppable surge in value in the past 20 years. He recalls, with something like nostalgia, that “from 1990 to 2000, everything...
Tags: Annuity, Stock, Tax, MoneyWatch, Radoseviches, IRA, Don, Sherry, Financial Industry Regulatory Authority, Investment, Finance, Manitowoc Company, Portfolio, ETF, LQD, VBMFX, Indexed Annuity, Asset Allocation, Retirement Portfolio, Investing, Investments, Radosevich, Real Life, Barbara Bedway
Articles 2009-09-24
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