This week on the Retire With More Show, we were very fortunate to have one of the top personal finance writers in America join us on KKSF Talk 910 — none other than Jonathan Clements, one of my idols in the personal finance business and a person whose perspective is second to none. Jonathan has… Continue reading →

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with Rebalance clients and feeling in control of your retirement. Continue reading →

The most impactful financial lesson that you will ever receive almost certainly will be whatever you learned from your own parents. For me, that lesson came from my father, a Cuban immigrant who came to America with no more than 10 cents to his name. In 1962, my parents and sister arrived from Cuba. They… Continue reading →

As some of you may be aware, for the next 10 weeks, every Saturday at 9 AM PT, I will be coming to you live on a new radio show called “Retire With More,” hosted by KKSF’s Talk 910 John Rothmann. The show covers many aspects of retirement investing. Our goal is to help you make… Continue reading →

You know you pay stock brokers too much for investment advice. That’s a given. But can we put a number on the cost of their often-conflicted advice? Try this on for size: Up to $17 billion a year, according a White House memo leaked to the press. The “conflict” comes in when stock brokers give… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on why so few are able to beat the stock market. Continue reading →

Mad Money host Jim Cramer, best known for offering stock tips on cable TV, is quickly becoming famous for taking what would seem for him a contrarian viewpoint — that investors should avoid stock-picking mutual funds like the plague. Actively managed funds are in one business and one business only, Cramer argues. They must grow… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, on understanding why conflict-free investing matters to you. Continue reading →

If you make the mistake of watching the stock market on cable TV, the drumbeat of nearly every minute of airtime is this: Anyone can pick stocks. It’s easy. It’s not a surprising message. The bulk of advertising on financial TV is from big Wall Street firms and brokerage houses. They too rely heavily on the… Continue reading →