As 2017 begins, I found a great article at The Wall Street Journal web site today about the sad state of affairs regarding company 401(k) retirement plan accounts. Timothy W. Martin did a great job in his reporting of a brief history of the company 401(k) retirement...
The annual New Year’s Resolution Survey was released recently by Allianz Life. The results were as expected. Stress and anxiety regarding personal finances top the list of individual investor concerns. One surprise in the survey results revealed that more individual...
I just found a copy of the 2016 Retirement Preparedness Study from Prudential Investments. The readers of this blog post may have an interest in a quick summary of the results. Nearly two-thirds (64%) are overwhelmed by the number of financial product choices. Over...
The best articles that I find are the ones where I can’t add any value to the content. This article that I found this morning at The Baseline Scenario by James Kwack is another example. How Not to Invest Target date mutual funds can be found in the vast majority of...
When I read a financial media headline that completely deflates one of Wall Street’s classic investment management fallacies, it gets my attention. Last week, Jim Rogers took the time to “blow up” the investment management foundation block of diversification. Here is...
The Center for Financial Literacy at Champlain College has named Minnesota at the top of their Top 10 Best (And Worst) States for 401(k) Financial Literacy. This ranking makes a huge statement about the growing importance of independent investment advice resources for...
