In a WSJ article on October 17, 2016 titled The Dying Business of Picking Stocks, the case for getting rid of your actively managed mutual fund in favor of lower costing index funds gets shut. Hands down, the indexers win, whether over the short, medium, or long term: In this low-return world we’re in, you…
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Many people have just a vague idea of how much they should be spending and saving to be on track for their retirement, and for most people, they don’t even think about it until retirement is visibly on the horizon. Our philosophy is, the earlier you know, the easier it will be to make the…
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There’s a nice little book that recently came out by Teresa Ghilarducci called How to Retire with Enough Money: And How to Know What Enough Is. It’s short, at 116 pages, and it avoids a lot of the fluff to get to the heart of the answer that a lot of people are wondering: How…
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(Posted August 23, 2016) Here are some noteworthy observations worth considering as you wait for the slow-motion market to make a decisive move. First, according to the Wall Street Journal: “The past 30 days have been the least volatile of any 30-day period in more than two decades. Only five days during the most recent…
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The path to financial freedom and improved quality of life goes hand in hand with winning back the time to do the things you like. Clients often don’t have the time to keep track of all the economic figures to help them decide whether to be invested in the market or not, or how much…
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