November 13, 2015 – Sen. Warren blasts annuity sales incentives
Vacations at luxury resorts, golf outings, and other incentives have led to inappropriate sales of annuities, Sen. Elizabeth Warren, D- Mass., claimed in a study released Tuesday.
DOWNLOAD ARTICLE
September 16, 2015 – Dimensional Fund Advisors posts 77th consecutive month of positive sales
While FirstWave Financial has been using DFA’s funds and investment principles since 2003, it appears others are now beginning to see the light.
DOWNLOAD ARTICLE
August 26, 2015 – 5 Things Investors Shouldn’t Do Now
Stocks slumped world-wide this week, with U.S. and European markets off more than 5% and the Shanghai Composite Index losing more than 11%. Oil prices also skidded, dropping more than 6%. Traders feared that slowing growth in China, the devaluation of the Chinese currency and the overhang of too much debt could stifle global economic recovery. Here are five things you should know about how not to react.
DOWNLOAD ARTICLE
July 23, 2015 – Greece is the Word
In recent weeks, the world’s markets and media financial pages have focused intensely on the standoff between debt-laden Greece and its international lenders over the conditions of any further bailout.
DOWNLOAD ARTICLE
Feb. 18, 2015 – Has The Trend Toward Later Retirements Played Out?
Since working longer is the key to a secure retirement for the vast majority of older Americans, it is useful to take a look at recent labor force trends.
DOWNLOAD ARTICLE
Feb. 17, 2015 – Retirement: Boomers Want To Keep Working – If They Can
George Fraser has had a hugely successful life. At 70, the former corporate executive is a successful author and speaker, traveling 200 days out of the year and logging 250,000 air miles.
DOWNLOAD ARTICLE
Feb. 2015 – When Underperforming The S&P 500 Is A Good Thing
As financial advisers roll through annual client reviews, many will be experiencing a similar task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year.
DOWNLOAD ARTICLE
July 15, 2014 – Hey Graduates, Here Are 7 Keys to a Happy Life
Last week, I was in St. Louis to watch my son graduate from Washington University. What fatherly advice do I want to pass along to Henry, as he sallies forth into the adult world?
DOWNLOAD ARTICLE
July 15, 2014 – A Kinder, Gentler Reverse Mortgage
The rules for securing a reverse mortgage are getting tougher. And most financial advisers say that’s a good thing.
DOWNLOAD ARTICLE
July 15, 2014 – How to Weigh Student-Aid Offers
The Biggest Package Might Not Be the Best Package.
DOWNLOAD ARTICLE
April 2014 – Connecting the Dots
Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it can be a disaster.
DOWNLOAD ARTICLE
January 2014 – The Golden Ticket Trap
In a popular children’s story, the young hero pins all his hopes on finding one of a handful of “golden tickets” hidden among millions of candy bars. It seems many people approach investing the same way.
DOWNLOAD ARTICLE
October 21, 2013 – What Retirees Should Do When the Kids Come Back
You’re sitting pretty in retirement. Kids gone. Empty house. Vacations. Hobbies. Walks.
DOWNLOAD ARTICLE
October 14, 2013 – Best Road-Trip Apps for Holiday Travels
If you are setting out on the road this fall or winter, plug in your car-charger and smartphone because you can bring along a ton of collective wisdom in the form of great road-trip apps.
DOWNLOAD ARTICLE
October 10, 2013 – 10 Cures for the Chronic Overpacker
Can’t seem to travel without an overstuffed bag? We’re here to help.
DOWNLOAD ARTICLE
July 2013 – “Student Lenders Are Pressed to Ease Terms”
Regulators Want Private Firms in Market to Lower Payments for Unemployed and Other Borrowers.
DOWNLOAD ARTICLE
July 2013 – “Letters About 401(k) Plan Costs Stir Tempest”
Yale Law School Professor Tells 6,000 Companies He Plans to Publicize His Study.
DOWNLOAD ARTICLE
July 2013 – “It’s Our Kids’ Money. But Is It Really?”
Parents should have veto power over how children spend their own savings.
DOWNLOAD ARTICLE
July 2013 – “The Intelligent Investor: Saving Investors From Themselves”
The temptation to pander is almost irresistible. And while people need good advice, what they want is advice that sounds good.
DOWNLOAD ARTICLE
July 2013 – “A New Senior Moment”
Zumba classes, sushi chefs and kilns in the crafting room: the newest generation of 55-plus communities caters to active—and demanding—retirees.
DOWNLOAD ARTICLE
April 2013 – “Get Off the Beaten Path for Vacation Deals”
Higher airfares and overcrowded flights will boost your vacation bill this year, making it a good time to take the roads less traveled on summer retreats.
DOWNLOAD ARTICLE
April 2013 – “Tap Your School for Job-Hunt Help”
It wasn’t until after Christopher Morel graduated from Pennsylvania State University that he realized how helpful the school could be in his job search.
DOWNLOAD ARTICLE
April 2013 – “In Applying to College, Is Cost a Factor?”
When it comes to our oldest daughter and college, we are in a place that most parents would envy.
DOWNLOAD ARTICLE
September 2012 – “How Not to Blow It With Financial Aid”
Common mistakes parents and students make when seeking help with college costs.
DOWNLOAD ARTICLE
September 2012 – “The Best Gear for the School Year”
Here are the latest high-tech tools for starting the semester out right.
DOWNLOAD ARTICLE
July 2012 – “Is Gold Worth Its Weight in a Portfolio?”
Do the benefits of holding gold outweigh the risks? Read this article to learn more.
DOWNLOAD ARTICLE
July 2012 – “In Picking Facebook Shares, Repeating the Mistakes of the Past”
Here is a timely article showing that most individuals have a negative return when picking individual stocks
DOWNLOAD ARTICLE
June 2012 – “The Eurozone and Greece: A Client Update”
Our calm, disciplined approach puts the European crisis in perspective.
DOWNLOAD ARTICLE
June 2012 – “The Death of Equities, Revisited”
Here is an article comparing the current news to an August 13, 1979 article in BusinessWeek.
DOWNLOAD ARTICLE
February 2012 – “The Good Old Days?”
The hardest arithmetic for human beings to master is that which enables us to count our blessings.
DOWNLOAD ARTICLE
March 2010 – “Rebalancing Act”
Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance.
DOWNLOAD ARTICLE