Retirement Investing Archive

SCOTUS Hearings Bring Political Heat, Not Much Light for Investors

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Hearings on the nomination of Amy Coney Barrett, President Trump’s choice to replace the late Supreme Court Justice Ruth Bader Ginsburg, are under way. Whatever your political opinion of the nominee, you can bet that in the meantime nothing else… Continue reading

 

How the Fiduciary Rule Has Helped Investors (Even Though it Wasn’t Fully Implemented)

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When I testified in front of the U.S. Senate on behalf of the fiduciary rule in 2015 my goal was always to help consumers have safer investment options. Even though the fiduciary rule was never fully put into effect, retirement… Continue reading

 

The Danger In The Market Right Now Is…You

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Take a few minutes to peruse the financial news online or tune into cable TV and you might end up with the investor equivalent of whiplash. Some stocks zoom to nosebleed highs, even as the economy unloads one bad headline… Continue reading

 

Warren Buffett and the $300,000 Haircut

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Find out how a $12 hair cut taught Warren Buffett his key lesson about the power of compounding. The Oracle of Omaha probably got over his regret about that visit to the barber in his 20’s. Probably. by Jason Zweig… Continue reading

 

The correct way to early withdrawal from you retirement account

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While it is never ideal to tap into a retirement account early, the COVID-19 pandemic has lead to unprecedented circumstances, wherein many families have no choice but to do so. I spoke with Paul Brandus at MarketWatch about how investors… Continue reading

 

Can’t Drive 55? Good Luck Retiring On Time — And In One Piece

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Those of us a certain age remember the mid-1980s rock anthem “I Can’t Drive 55,” by Sammy Hagar. It’s a funny, ridiculous song, coming out about a decade after the country established a nationwide maximum speed limit of 55 mph… Continue reading

 

“Best Interest” vs. Fiduciary Obligation – Know the Difference

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Despite the passing of a “best interest rule,” the finance industry’s regulatory structure is still very much anti-consumer. As a fiduciary, Rebalance is legally obligated to do what is best for our clients. While many advisors will claim to have… Continue reading

 

Money Fund Yields Are Nearing Zero

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The Fed’s interest rate cuts are costing investors in money markets over $60 billion per year in lost income! One solution to this problem is to find a more appropriate investment portfolio for your short-term investing needs. For instance, you… Continue reading

 

COVID-19 & Retirement: What to Consider.

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There is a lot of stress and uncertainty surrounding the ever-present COVID-19 crisis. So many unknowns still surround coronavirus, many of which are forcing senior workers to reconsider their retirement date. For some, the very notion of returning to an… Continue reading

 
    
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