The Crushing Cost of Retirement Healthcare
Have you added the cost of healthcare to your retirement planning? Fidelity has estimated that a 65-year old couple retiring in 2014 will need...
Alternative Investments Beaten-Up
Pension funds and endowments made a dreadful mistake by loading up on market neutral alternative investments in 2009—the market crashed in 2008—a year too...
Your Success is a Choice
Over the weekend I read an article on the top 50 annuities. It was the weekly feature in a major financial publication. I can...
10 Best States for Working
Here’s the latest rundown of the 10 best states for working courtesy of moneyrates.com:
Washington. Washington repeats as the best state for all-round employment conditions, and...
401(k) Nightmare: Part II
Your money growing tax-deferred is one of the best if not the best feature of a 401(k). When you choose to rollover to an...
Good Morning from Castle Hill
Downtown Newport is buzzing as sailors prepare for today's Newport to Bermuda race. I walked down to the docks at lunchtime yesterday to check-out the...
401(k) Nightmare: Part I
Twenty years ago, after graduating from Babson College with a finance/investments degree, I spent the summer backpacking through Europe. In the winter I worked as...
50 Years of Bear Markets
How would your portfolio withstand a 20% decline otherwise known as a bear market? In the first decade of this century we have had...
Caution! The Dangers of an Unbalanced Portfolio
If you’re readying for retirement make sure you understand the concept of counterbalancing—you’ll avoid the big losses. And your retirement will be much more...
Birth of a Crisis
In the aftermath of the last financial crisis, the Federal Reserve somehow managed to come away with its reputation mostly intact. Big commercial and...