Smart Investors Take These Five Steps Before Retiring
by Mitch TuchmanAre you confident in your own retirement planning? Probably not, according to new data from the Employee Benefit Research Institute. Just 18% of Americans — less than one in five — say they are “very confident” in their ability to… Continue reading
Warren Buffett’s Most Powerful Life Lesson Has Nothing to Do with Stocks
by Mitch TuchmanNothing about the news cycle these days is remotely “normal,” which is understandable considering events in Europe. So you probably missed the most recent letter to investors from Warren Buffett. Usually, his annual missive to shareholders in his holding company,… Continue reading
How Rebalance Changed Its Portfolios to Manage Increased Inflation Risk
by Mitch TuchmanInvestors of a certain age, almost all, remember the last bout we faced as a country in terms of serious inflation, back in the late 1970s and early 1980s. Those years of rising prices baked into the economy came to… Continue reading
The ‘Secret Sauce’ At Rebalance
by Mitch TuchmanOver the past decade or so, a lot of well-meaning investment writers have tried to explain what is “special” or “different” about index investing. After all, American savers have put literally trillions of dollars to work in index funds over… Continue reading
Sharp Rise in 401(k) Lawsuits Now Threatens Small Businesses
by Mitch TuchmanA sharp rise in lawsuits over 401(k) retirement plan fees is driving up costs for business owners — and the risks are spreading to small firms, according to legal experts. The cases revolve around who is liable for whether a… Continue reading
The Madness of Stock Picking
by Mitch TuchmanHonestly, how many of you had Baylor University taking the NCAA Men’s basketball tournament, a.k.a March Madness? Maybe some of you, maybe even a lot. Unless you’re fibbing. But how many of you got every single team right in your… Continue reading
Four Decades After “9-to-5,” Women Deserve Retirement Security
by Mitch TuchmanLike many of you, I am relieved and thrilled to see vaccines against Covid-19 rolling out across the country. It will take a few more months, but every day is a step closer to normal life for millions. It will… Continue reading
Why Business Owners Should Use a 3(38) 401(k) Retirement Plan Adviser
by Mitch TuchmanHow would you rate your investment savvy? Many business owners enjoy buying and selling stocks for fun, but few properly account for their true performance over time. Now think about your employees’ 401(k) savings. Are you ready to personally make… Continue reading
Put Money On Tom Brady’s Bucs? Want To Try Your Hand At Investing Now?
by Mitch TuchmanThe Super Bowl is behind us. I’d bet not many people expected Tom Brady’s Bucs to deliver the thrashing they ultimately visited upon Patrick Mahomes and Chiefs. It was more than a little unnerving to watch a talented but terrified… Continue reading
