Jul 30, 2014 | Asset Allocation, Do You Know, Market Improvement
In a superbly comprehensive and gracefully written piece for marketwatch.com headlined The right way to pick a new mutual fund, senior columnist Chuck Jaffe offers a “7-step guide to adding mutual funds and ETFs to a portfolio.” Here are lengthy excerpts from his...
Jul 24, 2014 | Retirement Plans
Numbers tell a story and the IRA story reported by Warren S. Hersch in a lifehealthpro.com piece is one of growth. Excerpts: “Fueled by the huge wave of boomers transitioning to retirement, investments in individual retirement accounts grew by 17 percent last year,...
Jul 21, 2014 | Retirement Plans
When it comes to fees, frankly all fees, the word we always like to hear is, decrease. So we were drawn to Lee Barney’s interesting planadviser.com piece noting that a BrightScope report on trends in target-date funds (TDFs) “showed that in 2013, fees declined, assets...
Jul 17, 2014 | Pension Parameters, Planning for Longevity, Retirement Plans, Risk and Rewards
New Year’s resolutions are always a good idea, and so are financial ones at midyear. As Emily Brandon writes in an excellent usnews.com piece, “midyear is a great time to make sure you are on track to max out your 401(k) or at least check to see if you are getting as...
Jul 14, 2014 | Pension Parameters, Planning for Longevity, Retirement Plans
You realize, of course, that there’s a bit of a problem formulating a so-called Plan B in anything. Namely, that it generally presumes Plan A has no hope—ever–for success, and that a new plan (or even more plans after that) will fare much better when the reality...
