Kevin O’Leary Says Pay All Your Debts By Age 45 — Including Your Mortgage

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“Shark Tank” star Kevin O’Leary knows how startup businesses succeed — or fail. Most businesses make it past that crucial first year by finding investors while controlling costs tooth and nail. If only retirement investment advice had that same approach.… Continue reading

 

Day Trading Stock Is A Guaranteed Slaughter. So Why Do It?

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Every so many years, it seems, the stock market is flooded with mindless cash, an influx of inexperienced day traders looking for a quick buck and a thrill. It’s happening again. Consider the weird saga of Hertz, the long-respected car… Continue reading

 

Beware The Many Vultures Eyeing Your Old 401(k) Money

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Tens of millions of Americans are out of work as a result of the COVID-19 pandemic and associated shutdowns. Once the economy restarts in earnest, chances are many of them will return to different jobs, even different careers. That kind… Continue reading

 

Your 401(k) Won’t Be Enough For Retirement

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In light of the continuing pandemic, Congress has temporarily changed the rules on hardship withdrawals from your 401(k). It’s easier to take money out penalty-free, up to $100,000, and you can pay it back and avoid the tax hit. But… Continue reading

 

Retirement Investors Have A Chance To Stretch Their Charitable Dollars 

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Tumultuous times like today’s COVID-19 pandemic tend to bring out the best in us, and you don’t have to look far to find examples: Canned food drives for local food banks, a surge in blood donation, and otherwise idled restaurants… Continue reading

 

Jason Zweig Is Right: You Probably Already Have $1 Million But Act Like You Don’t

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I’m a big fan of Jason Zweig, the Wall Street Journal investing columnist. His recent piece on bear market investing is a classic of financial communication: Use an easy metaphor to explain a difficult concept. In this case, Zweig explains… Continue reading

 

Investing In A Stormy Market: Warren Buffett’s Advice Still Rings True

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The COVID-19 crisis has been an unprecedented shock to our country. We are greeting daily with heart-wrenching images of families torn by loss and communities reeling from the hefty physical and emotional toll. The economy is reeling too. Expect crazy… Continue reading

 

Warren Buffett’s Latest Advice Could Help You Retire Much Richer

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Warren Buffett, the iconic billionaire investor and chairman of Berkshire Hathaway, recently released his latest letter to shareholders. You probably didn’t hear a lot about it, not least of all because the stock market has been generating plenty of news on… Continue reading

 

5 Ways Investors Can Stay Calm As Coronavirus Fears Worry Markets

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The coronavirus pandemic has led to significant short-term volatility in the financial markets. In an effort to help Rebalance clients make the best possible decisions about their portfolios, Rebalance Chief Investment Office Mitch Tuchman recently led a live presentation on… Continue reading

 
    
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