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 →

There’s been a lot of buzz around whether anyone can beat the market, courtesy of the Nobel Prize committee. The Swedish Academy has stirred all this up by giving the economics … 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 →

It’s a chestnut of the traditional financial media: A long list of the best mutual funds, published yearly with a splashy magazine cover and plenty of eye-glazing tables. The magazines print … 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 →

One of the major problems with stock investing is your own emotions. It’s important to invest in the stock market, of course, but how to invest in stocks is an open question. It … Read more →

One of the misconceptions people have about passive investing is that it’s a “set it and forget” approach to the markets. What are index funds for, some people ask me, if you just … Read more →

You probably already understand these ideas in their singular senses: ETF, portfolio and indexing. But what is ETF portfolio indexing, all strung together? Easy enough. It’s a portfolio of index-tracking ETFs. But let’s … 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 →