We are often asked the question, “How much money do I need to retire?” While it is impossible to answer this question definitively as every situation varies, we do maintain mental benchmarks that are based on a number academic studies as well as our overall experience conducting Retirement Feasibility Analyses for clients.
Vanguard has an interactive tool on their website that allows visitors to compare the results when attempting to time the market based on certain investment rules.
With more than $80 billion invested in exchange traded funds (ETFs), they have become a very popular investment for both retail and institutional investors. While ETFs can be an integral component of a sound investment strategy, investors should understand the tax treatment of these investments in order to avoid unexpected tax consequences.
he financial markets have experienced continued volatility since the end of April. In fact, with stocks having declined in excess of 10%, the markets have officially entered a period of “correction.” Although corrections are normal (and actually healthy for the markets), many investors may be a bit uneasy, especially with the wounds of the “Great Recession” still fresh in everyone’s mind.
Given the turbulence in the financial markets during the week of May 3rd, we would like to provide our blog followers with a few thoughts and insights.
I have to say that I get a little excited every year with the release of the annual Berkshire Hathaway shareholder letter. I don’t know why it’s so exciting to me, but I guess I just enjoy Warren Buffett’s writing style. He has an incredible ability to, not only make things seem so simple and straightforward, but to also make …
A recent USA Today article titled “Finding the All Stars: How we whittle down the funds” scanned the universe of mutual funds in an attempt to identify a number of “all star” mutual funds. The list of funds that were selected for the article all have impressive track records and are certainly worthy of consideration in any portfolio.