All Returns are NOT Created Equal (Especially in Retirement)
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Resources
Keep Recent Market Volatility in Perspective
Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
Nurturing Your Nest Egg
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
Withdraw Wisely From Your Retirement Nest Egg
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a serious concern, but isn’t surprising. For the majority of our […]
Issuing Securities and Its Impact on Returns
Research has found large and frequent issues of debt and equity affect firms’ returns.
More Evidence on the Persistent Underperformance of Active Funds
Larry Swedroe looks at new data on active funds’ persistent underperformance.
DOL Fiduciary Rule Update
June 9, 2017 is the latest significant date to the running timeline for the Department of Labor’s fiduciary rule, following: | April 6, 2016 — The DOL announces that, effective April 10, 2017, financial advisors who provide retirement investment advice will be required to put investors’ interests ahead of their own. | February 3, 2017 […]
Annuities … The Good, the Bad and the Ugly
Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs.
Aging is No Guarantee of Financial Wisdom
Does age bring wisdom when it comes to investing?