Fiduciary Rule Protections, Washington Post

Joe Daly
A New Rule on Retirement Savings Advice Is in Your Best Interest

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A new rule has just been implemented by the U.S. DOL, and it could be a game-changer for those saving for retirement. In this Washington Post piece, Michelle Singletary details the many aspects of the landmark “fiduciary rule,” and how… Continue reading

Wall Street Journal Paying for College

Christie Whitney
Five Common Mistakes People Make When Paying for College

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In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school… Continue reading

millennial finance

Sally Brandon
Let’s Face It, Your Millennial Is Still Really a Financial Rookie

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In this eye-opening column, Michelle Singletary of the Washington Post provides sage advice for parents of those within the millennial generation. While we as parents may think that we “punch out” once our child turns 18, the reality is that when… Continue reading

Retirement Style

‘Going In Style’ Toward Retirement, Without Robbing A Bank

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Every 10 years or so, Hollywood tries to latch onto the economic angst of the country with a comedy. Think of the Eddie Murphy and Dan Aykroyd classic, “Trading Places,” which skewered the misplaced values of 1980s traders. Or “Fun… Continue reading

 
Wall Street Journal Paying for College

Five Common Mistakes People Make When Paying for College

by

In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school… Continue reading

 
How to find a new financial advisor

Breaking Up Is Hard to Do…With Your Financial Advisor

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Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re… Continue reading

 
Fiduciary Rule Protections, Washington Post

A New Rule on Retirement Savings Advice Is in Your Best Interest

by

A new rule has just been implemented by the U.S. DOL, and it could be a game-changer for those saving for retirement. In this Washington Post piece, Michelle Singletary details the many aspects of the landmark “fiduciary rule,” and how… Continue reading

 
millennial retirement

7 Things Most Millennials Don’t Know About Preparing For Retirement

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Recently, Forbes published an eye-opening article about the challenges that millennials face when saving for retirement. For those in their 20’s or 30’s, retirement may seem a lifetime away; however, that time will approach faster than you can anticipate. Read on… Continue reading

 
male testosterone investment

Testosterone Messes With Your Investing Brain

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A landmark 2001 study showed that women outclassed men as investors by nearly 1 percent per year. Now we are coming closer to understanding why: Testosterone interferes with the male investor’s brain. A new study from Caltech, Wharton, Western University… Continue reading

 
Don’t Fall Into the Market Timing Trap

Don’t Fall Into the Market Timing Trap

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One of the more interesting reactions to the Rebalance IRA approach is hearing the ideas people have of “passive” investing and “market” returns, especially investors who still believe in market timing. “Oh, I would never be a passive investor. There… Continue reading

 
Are Fund Managers Doomed? Warren Buffett Advice

Are Fund Managers Doomed? Making the Case for Passive Investing’s Triumph

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Why use index funds? Warren Buffett and Rebalance IRA Investment Committee members Charley Ellis and Burt Malkiel make a convincing argument in this piece for the Wall Street Journal. Continue reading

 
Your 401(k) costs you far too much money

It’s Your Money, Take It With You, Dammit!

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One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading

 

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