4 July 2020
Index Investing: Not As Passive
Rather than being passive in any meaningful sense, index investing simply represents a form of delegated management.
Gig Workers Feel Prepared For Retirement
The majority of independent workers say they are much more or somewhat more involved in their finances as a result of working independently.
Long-Term Care...What You See Isn't All There Is
I write a lot about the state of retirement in America and how certain saving behaviors can help set you up for success. But until recently we hadn’t fully addressed the elephant in the room: the costs of health care and long-term care in retirement.
Private Equity Funds: So Hot Right Now
The market for unwanted stakes in private-equity funds used to be where investors who...
Global Investments In Wind and Solar Energy Rising
Global spending on renewable energy is outpacing investment in electricity from coal,...
Sequence Risk At Retirement Can Derail Savers
Talking through the 2018 Guide to Retirement with a small group of financial services...
Hedge Fund Managers Shift Billions Over Carried Interest Concern
Late last year, some hedge fund managers raced to protect their personal fortunes from...
Buying And Holding The Market Has Many Pitfalls
Perhaps the best-known piece of financial advice is that retail investors should buy and...
Money Apps For Personal Finances
The days of balancing checkbooks, organizing receipt piles and using a printing...
Health Savings Account Retirement Plan
With the rise in health savings account (HSA) enrollment among younger employees and the...
Private Equity’s Ability To Close Healthcare Deals
Now that healthcare consumerism is replacing traditional retail storefronts with dental...
Kids Figure Into Retirement Plans
The grocery shopping for five is over, the family cell phone plan has been canceled, and...
College Savings Plan Accounts Breached
State Treasurer Denise Nappier announced Wednesday that 21 Connecticut Higher Education...
Rising Interest Rates Give Retirees Good And Bad News
Say goodbye to a decade of rock-bottom interest rates — and if you’re a retiree or...
What Really Matters For An Index Fund: Tax Skill
Many investors believe that the best way to choose among similar index-tracking funds for...
Tweets by @RetireBetter
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
The paper segments retirees into three groups; those who spend about $25,000 a year in...
Trust Used To Be Worth Something 2013-04-10 How can we clear up our trust...
Leading thinkers in the financial industry have long used the elegance of standard...
3 Small Stock Funds To Consider
For fund investors who are seeking exposure to the sector, the question now is which...
Fund Investors Peeled Out Of Stocks
U.S. fund investors peeled out of stocks, pulling the most cash since February in the...
Dealing With Paperwork After A Spouse Dies
When you are grieving a departed spouse, the last thing you want to think about is...
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