Retirement Investing Archive

Why Baby Boomers Should Move Away from Bonds

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The famous last words of investors who insist on chasing returns are “It’s different this time.” The thing is, it is almost never different. The long-term predictability of asset class returns is a feature, not a bug, of investment portfolio… Continue reading

 

This Presidential Election Proves You Can’t Rely on Wall Street for Predictions

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Our firm often emphasizes that there is no ‘genie in a bottle’ when it comes to success in the stock market. That is why Rebalance’s approach is to employ time-tested broad diversification, sophisticated asset allocation, and low-cost index funds to… Continue reading

 

How To Survive The Next Few Months As An Investor

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Okay, America, buckle up. You’re going to hear a lot of bad news over the next few months and a lot of good news… and that means stocks could be volatile. I say good news because things are looking up on… Continue reading

 

Worried About the Election’s Effects on Your Investments? Don’t Be.

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This presidential election year is especially contentious, rife with stress-inducing headlines and made even worse by an ongoing pandemic. Many people may be tense going into this election cycle, but Jeff Sommer recently wrote an apt column to dispel the… Continue reading

 

For Investors, These Two Things Matter More Than The Election

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Election Day is finally here. As Americans jam the polls in record numbers, both political parties are pulling out the stops to convince voters that nothing is assured either way and that the race is wide open. That has investors… Continue reading

 

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

 
    
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