What’s longevity risk? For many investors, it’s one of the most potent potential harms to their retirement security. Simply put: retirees are living longer and interest rates are creeping lower, leading to a significant risk that they will outlive their … 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
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Golf aficionados likely caught the end of the recent British Open in which Adam Scott tragically gave up a four-stroke lead on the back nine. This chain of events caused me to reflect on the fragility of success. As a … Read more
Leave a CommentFor those who are overwhelmed by the choices in their 401(k) plans, this article offers tips about portfolio construction from the perspective of an investment adviser. As a fee-based investment adviser, I help clients select investment solutions that improve their … Read more
2 CommentsAre you really getting the most out of your investment adviser? Robert Stammers, CFA, director of Investor Education at CFA Institute, walks us through some questions that investors should ask before they sit down for a meeting. If you liked … 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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