Providing insight for individual investors
If you’re contemplating retirement, chances are you’re trying to calculate how much money you can afford to pull out of your retirement nest egg each year. The key here is what withdrawal rate is sustainable: Naturally, you want to avoid … Read more
Leave a CommentBrian Fechtel, CFA, has been an outspoken critic of the way that insurance has been used (and abused) by most investors and their advisers. In this interview, he speaks about how to use insurance properly to protect and grow wealth … Read more
Leave a CommentThe relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the … Read more
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Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more
Leave a CommentLiz Miller, CFA—a registered investment adviser—stopped by our studio to talk about the different ways individual investors think about money and how these affect their investment decision making. Liz spent 20 years on Wall Street, where she held a variety … Read more
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