Investing

Women, Longevity Risk & Retirement Saving

Women, Longevity Risk & Retirement Saving Statistics point out the need to save early, save consistently & stay invested. Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% of Americans aged 100 or older were women.1 Will you eventually live alone? According to the Administration on Aging (a division of the federal government’s Department of Health & Human Services), [...]

By |2017-03-28T08:17:25-04:00May 15th, 2014|Investing, Personal Finance, Women & Finances|Comments Off on Women, Longevity Risk & Retirement Saving

Flash Boys Takes Aim at Wall Street

Flash Boys Takes Aim at Wall Street A new best-seller makes two provocative assertions. But how true are they? Is Wall Street out of control? Main Street and Wall Street are abuzz over Flash Boys: A Wall Street Revolt, the new book from Berkeley-based journalist Michael Lewis (author of Moneyball and The Blind Side, London School of Economics graduate and former bond salesman). Flash Boys makes a couple of bold conclusions, which the media have had a field day with. [...]

By |2017-03-28T08:17:26-04:00May 1st, 2014|Business/Economic News, Investing|Comments Off on Flash Boys Takes Aim at Wall Street

Hanging on Through Turbulence

Hanging on Through the Turbulence Patience & diversification matter in all manner of stock market climates. Stocks rise, fall ... and rise again. Volatility certainly came back to Wall Street during the first several weeks of 2014 in the form of a 7.2% descent for the Dow Jones Industrial Average and a 5.9% retreat for the NASDAQ. The declines gave investors pause: was a correction underway? Would bulls be held back for 2014?1 As it turned out, no. On February [...]

By |2017-03-28T08:17:26-04:00April 3rd, 2014|Business/Economic News, Investing, Stock Market|Comments Off on Hanging on Through Turbulence

Asset Location & Timing to Reduce Taxes in Retirement

Asset Location & Timing to Reduce Taxes in Retirement Read this if you want to preserve more of your nest egg & lower your tax bill. Location, location, location ... It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control what happens with the tax code, but you can control how your savings are held. As various types of investments are taxed [...]

By |2017-03-28T08:17:26-04:00March 7th, 2014|Investing, Personal Finance, Stock Market|Comments Off on Asset Location & Timing to Reduce Taxes in Retirement

Making Your Money Work Harder for Retirement

Making Your Money Work Harder for Retirement Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are also little financial adjustments you can make at mid-life that may pay off significantly for you down the [...]

By |2017-03-28T08:17:26-04:00February 14th, 2014|Investing, Personal Finance, Retirement|Comments Off on Making Your Money Work Harder for Retirement
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