Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
A Review of Great American Investments
Category: Articles
A Review of Great American Investments
Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
A Longer Life Can Lead to Financial Concerns, and More Questions
At 97, Cathy Schuh’s father does Sudoku, the crossword, plays bridge weekly and is a whiz on the computer. The former chemical engineer and his wife, Ms. Schuh’s mother, live in an assisted living community in Illinois — they’re fortunate to have the help they need now that she, a former teacher, has dementia at 93.
Are You Prepared for Longevity? Take this Quick Online Quiz to Find Out!
Believe it or not, the oldest Millennials are turning 45 years old this year. To commemorate this milestone and to help plan for longevity, John Hancock and the MIT Age Lab recently partnered together to create the Longevity Preparedness Index.
Reflecting on a Decade of Fiduciary Advocacy and Financial Education
I have always been a strong proponent of financial and investing literacy, and a decade ago, I had the opportunity to turn that passion into advocacy when I joined the Save Our Retirement coalition.
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Retirees Are More Vulnerable to Cyber Scams—but Not for the Reasons You Think
Be vigilant: we- are seeing a rise in increasingly sophisticated cybersecurity scams targeting investors of all ages.
Lauren Simpson on Investing for Student Athletes
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
Four ways financial advice delivers true value
Vanguard research has revealed four pillars of value that financial advice can provide—and the top one delves deeper than portfolio returns.
What’s the value of hiring a CFP? This might be the best estimate
Independent research continues to show that working with a Certified Financial Planner adds significant value to one’s financial planning journey.
