This chapter explores how to incorporate social security and pensions into a financial plan and how it impacts asset allocation. It suggests treating the income from these sources as a bond holding to allow for more investment in stocks. The chapter also provides resources for calculating the value of defined benefit pensions or social security.
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus.
(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.
Companies discussed: CHTR, DIS, ARM
Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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