In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school year ends, summer vacation offers parents and students alike the opportunity to focus on what… Continue reading →

A landmark 2001 study showed that women outclassed men as investors by nearly 1 percent per year. Now we are coming closer to understanding why: Testosterone interferes with the male investor’s brain. A new study from Caltech, Wharton, Western University and ZRT Laboratory found that men are quicker to make judgments and less likely to… Continue reading →

Every investor should read the books of John Bogle, founder of the Vanguard Group and tireless advocate of the ordinary retirement investor, the “little guy” faced with long odds and the hungry sharks of Wall Street. One of the best is Enough: True Measures of Money, Business, and Life, a book he probably thought of as… Continue reading →

By now you’ve begun to notice a pattern in the news about hedge funds: Nobody is making money anymore, so managers are returning millions to disappointed investors. The latest to close is Eton Park Capital. But the decision by that fund’s managers is hot on the heels of epic losses by previously high-flying funds. A few… Continue reading →

Getting retirement right is a big deal. The data varies from survey to survey, but we know for a fact that far too many Americans have saved little (or nothing) and most of the rest of us probably haven’t saved enough. Fidelity Investments decided to tackle this problem with a short but in-depth survey based… Continue reading →

Chris Arnold is a reporter with NPR who has a knack for explaining the complexities of investing in simple, plain English. In the ongoing fight for greater consumer protections, NPR produced a segment that highlights the intricacies of the fiduciary rule, and approached me for my “industry insider” opinion. It was my honor to speak about the… Continue reading →

Financial advisors should always act in your best interest. However, as of now, those who handle your hard earned retirement savings are not yet obligated by law to do so. With recent renewed interest in the U.S. Department of Labor’s “fiduciary rule,” there is question of whether the rule, protecting American retirement accounts, will actually… Continue reading →

Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results of a “coffee versus retirement” survey, which emphasizes an often talked about point – the need… Continue reading →

The 2016 election has come and gone, and now a new President sits in office. For investors, it is increasingly clear that we have a elected a person who is perfectly willing to use social media to express himself, even tweeting about specific companies. That can do a lot of crazy things to a retirement portfolio in… Continue reading →