Kiplinger 25 funds 2018


    • [PDF File]SEPTEMBER 2018, VOL. 7, NO. 9 Investing for Income

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      Kiplinger’s 25 for Income 5 Another winning month; one investment bounces back, as expected. ... September 2018 Kiplinger’s Investing for Income: ... deposits, money market funds and ultra-short-term and inflation-protected government or municipal bonds. Best of all, you may have access to a stable-


    • [PDF File]Attention - Brighthouse Financial

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      Attention Effective January 1, 2018, the Qualifying Longevity Annuity Contract (QLAC) maximum dollar contribution limitation is being increased from $125,000 to $130,000.1 1 Other contribution limits imposed by federal tax law may apply. The Brighthouse Guaranteed Income BuilderSM deferred income annuity is issued by, and product guarantees are solely the responsibility of,


    • [PDF File]Click here to subscribe - Kiplinger

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      The Kiplinger Letter print or digital edition. Click here to subscribe GDP growth 2.1% for ’17, versus 1.5% for ’16 Interest rates 10-year T-notes at 2.4% Inflation 1.3% at the end of ’17, down from 2.1% in ’16 Unemployment Ending ’17 at 4.3%, from 4.4% now Crude oil Trading from $40 to $45/bbl. in Dec. Total U.S. exports


    • [PDF File]OPENING SHOT James K. Glassman The Long-Term Allure of ...

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      CONTACT HIM AT JGLASSMAN@KIPLINGER.COM. CHECK OUT THESE DIVIDEND STARS Ka-ching The stocks and funds below have a record of consistent dividend hikes or generous yields. Company Symbol Recent price Price- earnings ratio* Dividend yield 5-year dividend growth rate† 3M MMM $208 20 2.8% 11.0% Cintas CTAS 206 27 1.0 21.6 Coca-Cola KO 45 21 3.5 5.6


    • [PDF File]Investing for Income - Kiplinger

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      with 2018 and 2019. Alleged ... Kiplinger’s 25 for Income 5 Often, favorable dividend news ... mer adds that private equity funds with $600 billion are urgently


    • [PDF File]RESOURCE GUIDE FOR ZONES 25 & 26

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      2017-18 The Rotary Foundation Resource Guide for Zones 25 & 26 (March 2018) 2 FUNDRAISING: ACHIEVING SUCCESS 1. Give first & lead by example. “Give generously to create a better world” is what Knight Kiplinger suggests in his article “Eight Keys to


    • [PDF File]Media Mentions - Homestead Funds

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      Investor's Business Daily, January 2019: "Top Value Funds (Six Month Leaders)" Kiplinger's Personal Finance, April 2018: "Kiplinger's 25 Favorite No‐Load Mutual Funds" Investor's Business Daily, February 2018: "Top Value Funds (Six Month Leaders)" Money, January/February 2018: "Investor's Guide 2018"


    • Kiplinger's Investing for Income - March 2021

      funds. We do urge holding and accumulating high-yielding and dividend-growth stocks, and we ... Kiplinger’s 25 for Income 5 Most of our 25 swing up and down within a trading range, but the income is secure. ... in 2018. But that did not stop LYB from recently declaring its goal to


    • [PDF File]presents FINANCIAL - Kiplinger

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      financial futures in 2018 ... $7,500 if you’re in the 25% federal tax bracket (even less ... You can choose from five index mutual funds investing in large companies, small firms, international ...


    • 72846 Federal Register /Vol. 85, No ...

      plans; PTE 84–25, issued to the Pacific Coast Roofers Pension Plan; PTE 85–58, issued to the ... 10 Field Assistance Bulletin 2018–01 (Apr. 23, 2018). 11 Id. 12 See Jon Hale, The ESG Fund Universe Is ... funds rely on a single third party ESG rating


    • [PDF File]TCW Unconstrained Fixed Income Strategy - My Funds Office

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      • Named one of the Kiplinger 25, an annual list of Kiplinger’s favorite no-load mutual funds, 2014 TCW Core Fixed Income Fund • Winner of 2015 Lipper Fund Award for its 10-year performance among Core Bond Funds TCW Total Return Bond Fund • Winner of 2015 Lipper Fund Award for its 3-, 5-, and 10-year performance among U.S. mortgage funds


    • Kiplinger's Investing for Income - February 2021

      Fine Young Income Funds 3 Put these upstarts on the watch list for the next time you have fresh money to allocate. 4 market. Timely Tactic of the Month 4 Two ETFs that specialize in small-cap stocks and dividends are doubly interesting. Kiplinger’s 25 for Income 5 Our umpteenth endorsement of patience and diversification.


    • [PDF File]Retirees, Find Help to Cover Expensive Drug Costs

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      August 31, 2018 From Kiplinger's Retirement Report When his seasonal allergies turned into chronic asthma, Harry Schaner says he realized that he would face out-of-pocket costs of several thousand dollars per year, even with Medicare. That was going to hurt. A retired trial lawyer from La Quinta, Calif., Schaner


    • [PDF File]The Kiplinger 25 Funds A WELL-TENDED FUND PORTFOLIO

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      Over the past year, our U.S. funds mostly bloomed while foreign funds wilted. Despite a nasty correction in late 2018, a sharp rebound left U.S. stocks in positive territory. It was not so for foreign stocks, which took a bearish turn last fall. Overall, the Kip 25 performed as we would have ex-pected, with a few disappointments.


    • [PDF File]MORE VALUE FROM YOUR FIDELITY RELATIONSHIP

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      2.25% cash back 2.50% cash back 3.00% cash back WAIVED MINIMUM INVESTMENTS We’ve made it easier to access a wider range of money market funds by waiving the minimum investment on a select group of our lower-cost funds. Waived minimum investment of up to ... 2018-20 by Kiplinger’s Personal Finance. Kiplinger’s Personal Finance, June 2020 ...


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