Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Wealth Advisor Jeff Johnson offers some strategies for planning your family’s next important conversation about money. I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the …Read More.
Investors should focus on fees, global diversification, tilting toward small and value stocks, along with a focus on high credit quality and safe fixed income. Kevin Grogan shares these tips with Robert Powell on The Street’s Retirement Daily Podcast to help make up the elements of a sound investment strategy. Investors should focus on fees, …Read More.
Many consider factor-based investment strategies to be highly complex, more expensive, and ones that provide negative returns over long periods. Larry Swedroe digs into the myths and provides guidance for those worried about how they could affect their overall portfolio. As the chief research officer for Buckingham Strategic Wealth and the BAM Alliance, I receive …Read More.
Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary address these factors and offer tips to help even the scales. Women face all the same issues that men face in retirement, plus they have additional complicating factors. Larry Swedroe and Katie Keary …Read More.
How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? How much is enough? It’s …Read More.
In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018. Every year, the markets provide us with lessons on the prudent investment strategy. Many times, markets offer investors remedial courses, covering lessons it taught in …Read More.
In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure Retirement,” David Nicklaus, of the St. Louis Post-Dispatch, explores the book’s main themes and why a retirement plan should include more than money. In a review of Larry Swedroe’s newest book, “Your Complete Guide to a Successful and Secure …Read More.
What’s the most important thing you need to do today, and how might you manage your calendar in a way that improves the odds it actually happens? Tim Maurer shares his system for channeling daily intentionality to boost productivity. My work as a financial advisor is dedicated to helping others best allocate their scarce resources …Read More.
Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first. In your 40s, plan for the present through cash flow management and prepare for the future by …Read More.
Looking for something new to read? Made a New Year’s resolution to spend more time with the written word in 2019? If so, Tim Maurer’s list of his 10 favorite personal finance books could be a great place to start. A friend recently asked me to offer a list of my five favorite personal finance …Read More.