Retirement Investing Archive

Jason Zweig Investments

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


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

Barbara Corcoran

Shark Barbara Corcoran Says ‘Act Like A Man,’ But Not When Investing


Who’s to blame for the obvious and ultimately fixable gender gap in pay? “Shark Tank” star Barbara Corcoran lays at some of it at the feed of women themselves. “Women should pretend they’re a man, because men do negotiate better,” Corcoran… Continue reading

kevin o'leary

Why Shark Tank’s ‘Mr. Wonderful’ Doesn’t Want A Car


Think for a minute about all the things you spend money on day to day: Food, housing, a car, clothes, utilities, entertainment, and so on. You probably think of all of these things as essentials and mostly that’s right. Everyone… Continue reading

Treasury building

U.S. Treasuries: Higher Yields Without the Risk


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

roth ira

Hit The Roth IRA Sweet Spot And Retire With More


Wishing you had put more into a tax-free Roth IRA? You might just get your chance if you aim to hit the Roth IRA “sweet spot.” Roth IRAs are increasingly popular. About a third of retirement investors own them, according… Continue reading


An Entrepreneur’s Guide to Financial Success


This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting… Continue reading


The Best Father’s Day Gift Ever


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


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


Our Retirement System Is Inherently Unfair To Women. Here’s Why


A lot has been written about the “sandwich generation,” working adults under pressure to raise kids and care for aging parents — and probably forgoing their own financial needs to pull it off. To which women of just about any… Continue reading


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