It’s the time of year when many of us make an effort to do better—eat healthier, exercise more, try something new. As the holiday bills come rolling in, financial goals may be on your mind as well. In a recent … Read more
Suppose, after reading a favorable article on a company, you go out and buy the stock at $10 per share. A year later, the stock price reaches $20, and you close out your position, doubling your money in a year—a … Read more
Many people spend the final days of each December reminiscing about the year gone by. At this time, it’s not uncommon for individuals to draw “lessons learned” from both the good and bad moments, and to make resolutions for the … Read more
Like millions of Americans, I make a list of New Year’s resolutions each year that, come March, are all but out the window. This year, it’s going to be different. I’ve already hopped on the treadmill and made some progress … Read more
This may seem like an obvious point, but successfully planning for retirement has always required managing two sides of the household balance sheet: building savings and managing debt.
Two recent reports highlight how the debt side of the retirement balance … Read more
Financial services firms frequently develop new investment strategies and bring them to market. The latest financial inventions include alternative indexing, fundamental indexing, and smart beta, to name a few. Many sponsors of funds and ETFs based on these strategies make … Read more