Current Affairs

11 Jul 2016 No Comments

Brexit Chart of the Day

A really good Chart representation of the various structures and agreements that form the European Union. See Chart Here…  

23 May 2016 No Comments

The first five years can trip up your retirement finances permanently

If a retiree can generate enough guaranteed income to cover basic expenses using Social Security, any pension income and annuities, then he or she can invest other savings in stocks, […]

21 Apr 2016 No Comments

Morningstar: The more you pay, the less you get from funds

Investing in an actively managed fund with high fees is like betting on a smoker to win a marathon, according to a new study released by Morningstar. Morningstar’s active/passive barometer […]

12 Apr 2016 No Comments

Retirement yield may return to norm in 10 years: TIAA CEO

Retirement plan yields won’t return to the long-term norm of roughly 5 to 7 percent until the next decade or two, TIAA President and CEO Roger Ferguson said Tuesday. Read […]

6 Apr 2016 No Comments

The Difficult, Delicate Untangling of Our Parents’ Financial Lives

When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all […]

6 Apr 2016 No Comments

Stress Testing To Ensure You Really Have A “Diversified” Portfolio?

While it’s commonplace for investors to hold multiple investments in a portfolio – often comprised of mutual funds or ETFs that in turn hold dozens or even hundreds of underlying […]

6 Apr 2016 No Comments

We’re in a Bunny Market

Since the end of 2014 there has been plenty of movement in the stock market but the S&P 500 hasn’t really gone anywhere. These periods can be very frustrating for […]

22 Feb 2016 No Comments

Why Bear Markets Are So Painful

Please read Why Bear Markets Are So Painful (click here)…

16 Dec 2015 No Comments

Winners and Losers When the Fed Raises Rates

The Federal Reserve may be about to knock over the first domino. Many Fedwatchers are convinced the central bank is just hours away from announcing the first increase to its […]

26 Jun 2015 No Comments

GMO’s Grantham: Not a stock market bubble, yet

Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn’t see a trigger that would […]