Often, financial writers tell us how to invest for a given age: How to invest now that you’re 40, or how to invest as you enter retirement. It’s not a … Read more →

You’d think it would be easy to find broker complaints when an advisor or broker has left a string of unhappy customers behind. Not so much, it turns out. A … Read more →

If you remember investing in the 1980s, you probably remember when certificates of deposits paid handsomely. But what is the investing strategy today, when interest rates are low and likely to stay there? It’s madness, … Read more →

The retirement savings stats are pretty scary: Fewer than half of Americans have even calculated what they might need to retire. Of the folks in workplace 401k plans (or similar), less than a third … Read more →

Financial planning is one of those topics that leads to a condition known as MEGO. That stands for “my eyes glaze over.” After all, who wants to worry much about spending … Read more →

The investment advisor business is a hard field to break into. There’s a ton of licensing and test-taking. Firms don’t hire fresh off the street. Rather, they seek to cherry-pick successful advisors from … Read more →

The mystique of hedge funds is formidable. You have to give them your money and ask no questions. Fees are steep. Truth be told, however, the actual investments of many hedge funds … Read more →

Financial planning is one of those snoozer topics that tends to end conversations quickly. People know they need it and they know it matters, but the actual work is deadly dull … Read more →

Most retirement investors don’t have to choose among investment companies. They join a 401k plan at work and the advisor for that plan is set. Often, they can’t even choose the investments, … Read more →

If you manage to save up enough money to worry about it — and I hope you have this problem — you eventually wonder if you need to hire an investment … Read more →