Category Archives: Stock Market

Young Investors Have the Power of Compounding

Posted on September 21, 2012 by

Recent research compiled by Vanguard Investment Counseling shows those who start saving for retirement in their 20’s can save nearly double what investors beginning in their 30’s can put away for retirement. A participant who starts making contribution of $1,000 … Continue reading →

Posted in 08 - August 2012, Investments, Ministers, Retirees, Retirement Contributions, Stock Market | Leave a comment

General Assembly Week

Posted on July 11, 2012 by

The corporate offices of the Benefits Board and the Church Loan Fund in Cleveland will be open during General Assembly. While members of our staff will be available to talk with those attending the General Assembly in Orlando, we will … Continue reading →

Posted in 07 - July 2012, Church Loans, Investments, Ministers, Retirees, Stock Market, Tax Information | Leave a comment

Understanding the “Valuation” Process

Posted on June 6, 2012 by

Many participants in the equity (or stock) accounts offered by the Ministers’ Retirement Plan may not fully understand the process of how they make money – or lose money – in their equity accounts. While it is rather simple to … Continue reading →

Posted in 05 - May 2012, Investments, Stock Market | Leave a comment

Are You Saving Enough?

Posted on June 6, 2012 by

A recent study, lead by Fidelity Investments Retirement Savings Assessment, found four out of ten retired households report not having sufficient income to cover their monthly expenses. That means that more than 38% of retired households are struggling to meet … Continue reading →

Posted in 04 - April 2012, Ministers, Retirement Contributions, Stock Market | Leave a comment

Accounting for Losses

Posted on April 11, 2012 by

For those who participate in the Benefits Board’s equity (stock) accounts, you may suffer a loss in any particular year. We are sometimes asked if you can claim, or deduct, that loss on your tax return. The answer is simply … Continue reading →

Posted in 03 - March 2012, Form W-2, Internal Revenue Service, Retirees, Retirement Contributions, Retirement Distributions, Stock Market, Tax Information | Leave a comment

Financial Markets Roll

Posted on August 5, 2011 by

When Congress and the White House reached an agreement on the debt ceiling increase last weekend, many market watchers believed that such would bring an end to volatility and that we would see the resumption of some level of calm … Continue reading →

Posted in 08 - August 2011, Investments, Retirees, Retirement Contributions, Stock Market | Leave a comment