match the market

Stocks: Did You Match The Market This Year?

The end of 2014 is closing in rapidly and it’s beginning to look like another double-digit year for the broad index of stocks known as the S&P 500. At this writing, the … Read more

Posted on December 18, 2014 by
financial savvy

Take This Quick Financial Savvy Quiz

Retiring on time is no accident. It’s the work of long-term thinking and careful planning, whether you go about it on your own or hire an advisor to help out. … Read more

Posted on December 10, 2014 by
retirement

Retirement: Second Place Wins The Race

Can you beat the market these days? Should you even try? Increasingly, the resounding answer for retirement investors is “no” and “save your money.” Wall Street blows a lot of … Read more

Posted on December 3, 2014 by
markets

October Slump: When Markets Drive Themselves

Investors love the idea of being able to predict the future. People who wouldn’t be caught dead engaging a roadside psychic or fooling around with tarot cards nevertheless are convinced … Read more

Posted on November 26, 2014 by
retirement portfolio

Bombproof Your Retirement Portfolio Now

Record-setting markets got you down? You’re not alone. Anyone who remembers the dot-com days and the 2008 debacle rightly would be concerned. Trouble is, we want the markets to go … Read more

Posted on November 17, 2014 by
free money for retirement

5 Ways To Pick Up Free Money For Retirement

I was fascinated to read a recent piece about Boeing employees. For reasons known only to them, tens of thousands of the aircraft maker’s workers opted out of a free … Read more

Posted on November 14, 2014 by
retirement age

An Easy Way To Pick Your Retirement Age

If you ask working folks when they expect to retire, the typical answer for most is “65, I think.” Pressed, they might say “70, I hope.” The fact is they don’t … Read more

Posted on November 7, 2014 by
risk-adjusted return

Basics: Understanding Risk-Adjusted Return

Get two financial advisors talking at a bar, and pretty soon you’ll be breaking out a dictionary to keep up. The mathematics behind portfolio management would challenge even the wonkiest economist. Yet a fundamental … Read more

Posted on October 31, 2014 by
market selloff

Surviving A Market Selloff: A Mental Game

When you were growing up you probably played with a toy called the Magic 8-Ball. An oversized plastic billiard ball with a window at the bottom, it was a triumph … Read more

Posted on October 29, 2014 by
why own an index fund

Why Own An Index Fund?

A fundamental obstacle for many retirement investors is understanding the difference between an investment and an asset class, and how owning an index fund relates. Why own an index fund? Because it … Read more

Posted on October 27, 2014 by