While you may not think of it in this way, your investment in a mutual fund is actually a contract to hire a professional to manage your funds, just as if you
Read More
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
The efficient markets hypothesis implies that no active investor can consistently beat the market over long periods of time, except by chance. Yet active
Read More
With rising retirement costs, longer life spans, and the need to rely almost exclusively on one’s own assets for income, there is little margin for error in
Read More
With the long financial nightmare of the recession and financial crisis shrinking in the memories of those who endured it, Americans are, once again, setting
Read More
As the stock market resurgence continues, investors are reawakening to the performance benchmarks of their mutual funds to see if their fund choices are drawing
Read More
Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education
Read More
One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the
Read More
With many people still stinging from a housing market that, in many parts of the country, is still struggling to recover, any suggestion of adding real estate
Read More
When financial planners first began to calculate retirement income needs back in the 1970s and 1980s, many of them latched on to the "70 percent" rule, which
Read More
While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are
Read More
Filed in the “it seemed like a good idea at the time” category is a case in which one of our clients used a relatively obscure and somewhat complex provision in
Read More
