As a financial advisor, the invention of the target date mutual fund ranks right up there with the invention of the mutual fund and the invention of the index fund. In other words, a game-changer for long-term investors. But what is it and why is it ...
For younger Americans, it’s a movie and television cliché. For older Americans, it was a staple of American life. What are we ...
Last month, we highlighted the importance of teaching children financial literacy, specifically ages 3 to 10. This month let’s ...
After taking a closer look at interest rates in part 1 and inflation in part 2 we come to the heart of the matter: When interest ...
Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast last month’s surprisingly ...
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Last month, we addressed some of the most common concerns for those looking to begin investing. In our third and final part of ...
The employer-sponsored 401(k) plan is so ubiquitous that “retirement plan” and “401(k)” are often used interchangeably by working ...
Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest ...
Unfortunately, the K-12 education system currently does a poor to middling job of teaching financial literacy to students. As a ...
Entering the retirement phase of life is a significant change for many people. From a financial standpoint, some things don’t ...
Last month, we began our series for new investors who are anxious to get started. Investing can be daunting for beginners, but we ...