Blog Archive

401k retirement

The Basics of 401k Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Take money out later, in retirement, and pay the… Continue reading

 

Our 3 Favorite John Bogle Books

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The recent loss of investing giant and Vanguard founder, John Bogle, got us to thinking about the many books he wrote and which ones meant the most to us. Here are our top 3 favorites to help inspire you to… Continue reading

 
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

 
Suze Orman

Suze Orman Thinks You Need At Least $5 Million To Retire

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As any Suze Orman fan will tell you, it’s well documented that the majority of Americans don’t save enough for retirement. I won’t repeat the litany of stats here. It’s depressing enough. But I will suggest that there is something… Continue reading

 
financial planning

Financial Planning Is About Freedom From Worry

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I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer… 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

 
Robert herjavec

Shark Tank’s Robert Herjavec: College Is Not Necessarily the Answer

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Remember your college days? Football games, late nights studying, parties and fun — the American college experience is unique and, for many, a transformative period. You get to play at adult responsibilities like showing up and caring for yourself, but… Continue reading

 
    

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