Retirement planning requires a robust strategy and familiarity with the challenges facing 21st-century investors. The following list is important to understanding what will confront us going forward […]
If you are participating in 401k, 403b, IRA and similar qualified and non-qualified retirement savings accounts, putting all your retirement savings into stocks/equities can be very […]
From Nobel Prize recipient Robert C. Merton “401(k)s face ‘crisis,’ says Nobelist Merton” By Anne Tergesen Since the dark days of 2008, employers have taken some […]
The article below is an excerpt of an interview Robert Rodriguez held with ThinkAdvisor. I pulled some highlights of their conversation. Read the full article here. […]
Record low borrowing costs and the soaring stock market have encouraged traders to aggressively use margin to finance their stock purchases, which is exactly what occurred […]
The ability to receive guaranteed income for life. The ability to provide for survivor income continuation. The ability for your entire account value to bypass probate […]