Retirement Investing Archive

Your Money Needs to Go on a Vacation

According to the Wall Street Journal, it is important for American investors to avoid “home-country bias.” If foreign markets are ignored, returns could be crimped and volatility increased. Read this compelling article below. Your Money Needs to Go on a… Continue reading

 

Being 20-something is a gift for retirement planning. Here’s why.

Tips for convincing your 20-something child or grandchild to start saving for retirement now. Read Washington Post Columnist Michelle Singletary’s 5 reasons to start saving in one’s 20s. Being 20-something is a gift for retirement planning. Here’s why Five reasons… Continue reading

 

An Inheritance With Strings Attached

Have you recently received an inheritance? Avoid hefty tax bills that can come from inherited IRAs. An Inheritance With Strings Attached New rules for inherited IRAs could leave some heirs with a hefty tax bill. By Sandra Block, September, 2023… Continue reading

 

The Exact Age When You Make Your Best Financial Decisions

Believe it or not, there is a magic age for making the best financial decisions of your life. You may or may not be surprised what this age is. Read this excellent Wall Street Journal article to discover the magic… Continue reading

 

Letter to a Young Crypto Enthusiast (or the Merely Curious)

While Rebalance does not consider cryptocurrencies to be a credible investment asset class, it is useful to keep abreast of investing trends. New York Times columnist Ron Leiber does a terrific job of explaining the cryptocurrency landscape. Letter to a… Continue reading

 

Yes, There Are Alternatives to Stocks

Curious about where to invest your cash? New York Times columnist Jeff Sommer outlines how money market accounts and bonds have risen to the top as compelling investment options. Yes, There Are Alternatives to Stocks At the moment, money market… Continue reading

 

Why It’s Smart to Revisit New Year’s Savings Goals Now

Summer is the perfect time to check in on the financial goals set in January at the beginning of the year. Columnist Ann Carrns outlines how to conduct a personal audit, which is essentially a financial health “checkup.” Why It’s Smart to Revisit… Continue reading

 
More Americans own stocks. This is great for their financial future.

More Americans own stocks. This is great for their financial future.

For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process,… Continue reading

 

What Investors Should Know About Money-Market Funds and CDs

Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains. Source: The Wall Street Journal May 6, 2023. What Investors Should Know About Money-Market Funds… Continue reading