Well, if you were expecting a forecast for 2017, sorry to disappoint, but that is a fool’s errand that we refuse to undertake. The first image that comes to
Regarding this election, the first thing that comes to mind is “Thank God it’s over!” Without question, this was the worst election in our lifetimes on so many
During the week of October 17-21, the Wall Street Journal published an excellent series of articles on the topic of active vs. passive investing. Of course, the
Upon retirement, many people are unpleasantly surprised by how high their taxes are. From required minimum distributions in traditional IRAs and retirement plan
“Got $1 million? That’s what it takes to retire nicely in Orange County” was the title of an article in the 2/21/2016 Orange County Register. Citing data from
I have often said that while innovation is beneficial in most fields of endeavor, the one glaring exception is finance. All investors would do well to remember
Today, one of our favorite financial journalists, Jason Zweig of the Wall Street Journal, reminded us that it was forty years ago this week when John Bogle
When Morningstar, the company that is universally known for ranking funds with its star-rating system, publishes a study highlighting the failure of active
“A Very Bad Year for Stock Pickers” is the title of a Wall Street Journal article (8/13/2016) by Justin Lahart. Citing data published by Bank of America Merrill
This article is based on a piece by Bob Niedt that was featured in Kiplinger’s of April, 2016.
It’s safe to say that all of us, at some point in our lives
Let’s face it. This is just a euphemistic way of asking the question, “How long should I assume I (or my spouse/partner) will live?” While it may make us a bit