index funds

Passive Investing Is Active In All The Right Ways

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There are plenty of buzzwords in the investing world, few of them more debated than the idea of active vs. passive investing. Passive doesn’t not necessarily mean “do nothing.” After all, doing nothing would mean not investing at all! Rather,… Continue reading

 
John Bogle

Build A Statue For John Bogle? Here’s A Better Idea

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My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading

 
John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

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I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading

 
Jason Zweig Investments

Have I Got a Fund For You! Why Brokers Push Some Investments

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Buyer Beware! Efforts to make investing safer and more transparent for all Americans are being vigorously resisted by big Wall Street banks such as Morgan Stanley, Merrill Lynch, Wells Fargo, JP Morgan and UBS. Unfortunately, these firms have anti-consumer business… Continue reading

 
Treasury building

U.S. Treasuries: Higher Yields Without the Risk

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It’s a concern I always hear from clients, “I want to get the most out of my investment account, but am too risk averse.” Fear of losing money in your retirement account is valid, however, it can also paralyze people… Continue reading

 

Decades Old Debate Put to Rest: Active vs. Passive Investing

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I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I… Continue reading

 
hidden fees

Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise

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A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule,… Continue reading

 

The Best Father’s Day Gift Ever

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I recently received an unexpected early Father’s Day gift from my older daughter when she returned home for a long weekend visit with Mom & Dad. Since graduating from college Alyssa has been living in the Chicago area, where she… Continue reading

 
reduce financial anxiety

Reduce Financial Anxiety And Live A Life of Purpose

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Do you know how long you will live? Do you have enough money to make it? What does it take to reduce financial anxiety over retirement, once and for all? Sorry to be so blunt. Those are indeed scary questions.… Continue reading

 
    

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