The Broker Shell Game on the Fiduciary Issue
…report prepared by PIABA, here’s how UBS represents itself to investors: “Until my client knows she comes first. Until I understand what drives her. And what slows her down. Until…
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Is 4.5% Still Safe?
Is 4.5% Still Safe? From: fa-mag.com About four years ago, I authored an article for Financial Advisor in which I examined risks to the “4.5% safe withdrawal rule,” which I…
An Insurance Policy Made to Order for the Sandwich Generation
An Insurance Policy Made to Order for the Sandwich Generation From: dailyfinance.com Imagine this scenario: You’ll while away your golden years in excellent health and fair financial shape before dropping…
The Secret Sadness of Retired Men
The Golden Years have lost their shine for a crucial group of older men. From thinkadvisor.com Retirement may be dangerous to your health — especially if you’re a man. A…
Market Timing Costs Investors Big
…limited to equity funds, Dalbar found. Those selecting asset allocation funds had returns of -3.48% (vs. the 1.38% S&P 500), and fixed income funds had -3.11% returns, versus the Barclays…
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives From: thinkadvisor.com Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of…
Retirement Planning: A Checklist for Older Workers
Retirement Planning: A Checklist for Older Workers From: thealertinvestor.com Worried that you don’t have enough saved for retirement? You’re not alone. A recent Gallup survey found that Americans list retirement…
3 Reasons to Avoid an IRA Rollover
…From: thinkadvisor.com The Department of Labor recently announced it will extend the comment period on its fiduciary rule proposal by 15 days, and it’s not clear when a final rule…
The S&P 500 Shouldn’t Be The Barometer Of Investor Success, Here’s Why
The S&P 500 Shouldn’t Be The Barometer Of Investor Success, Here’s Why From: forbes.com Far too often, individual investors measure the success of their investment portfolios, or the effectiveness of…
Investors: Keep your itchy finger off the trigger
Investors: Keep your itchy finger off the trigger From: cnbc.com What followed the 2008 mass exodus from stock funds? A five-year, cumulative 8.6 percent return for the S&P 500. How…
