Retirement Investing Archive

Shareholder Value Is No Longer Everything, Top C.E.O.s Say

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In this piece for the New York Times, authors David Gelles and David Yaffe-Bellany assert that America’s top CEOs are redefining the role of business. By promising to invest more in their employees and the country beyond shareholder interests, top-tier CEOs are… Continue reading

 
James Holzhauer blog image

What Investors Can Learn From ‘Jeopardy’ Phenom James Holzhauer

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“Jeopardy James” Holzhauer finally lost on Monday, June 3 2019, ending his 32-game winning streak just $58,484 shy of Ken Jennings’ all time money prize record. He took home $2.4 million in any case, losing the “Jeopardy” throne to a… Continue reading

 
tax refunds

Got a Tax Refund? Here’s What You Should Do With It

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Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of… 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

 
Barbara Corcoran

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

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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

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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

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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

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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

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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

 
    

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