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Columns

Deep Thoughts on Diversification

Just shy of two years ago—in October 2011—I wrote a post that laid out the year-to-date returns for the...

Deep Thoughts on Diversification

Columns

Why bonds are always a good idea

Stocks will always offer greater returns than bonds, but a portfolio made up 100% equities is fraught with more...

Why bonds are always a good idea

Retirement

How much money will you need to save for retirement?

We've calculated how much you will need to save on an ongoing basis to reach your retirement goals.

How much money will you need to save for retirement?

Retirement

How much money will you need to retire?

We've calculated the nest egg you’ll need for different levels of income

How much money will you need to retire?

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Retirement

Choose the right retirement community

A while back I heard a story about an older married couple who were asked to leave their residence...

Choose the right retirement community

Fixed Income

Rising rates haunt bond investors

Interest rates are near historic lows and seem bound to rise. Bond investors should heed duration, or sensitivity to...

Rising rates haunt bond investors

Columns

Brew your own low-cost custom index

ETFs are touted for low costs. But you can save more by mimicking some ETFs and buying their stocks...

Brew your own low-cost custom index

Columns

Couch Potatoes can have a conscience

Index funds include companies that some investors can’t stomach. Here's how to avoid that.

Couch Potatoes can have a conscience

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Columns

Best value seen in U.S. stocks

A screen of S&P 500 stocks finds great deals in U.S. investment banks, insurance firms and conglomerates.

Best value seen in U.S. stocks

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