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How to invest your nest egg?

Scott Puritz has been around money for most of his 62 years, so he knows something about the subject. He comes from a family of entrepreneurs. He attended Harvard Business School. He loves researching, discussing and creating able enterprises. The… Continue reading

Six Questions to Ask a Financial Advisor About Fees

Most people need financial advice at some point. But before making a deal with a financial adviser, people should know precisely what they’re paying—and what they’re paying for. Unfortunately, that isn’t always easy. Advisers offer a range of services and… Continue reading

Finding Investment Advice for More Modest Retirement Accounts

Finding Investment Advice For More Modest Retirement Accounts

The New York Time’s Ron Lieber discusses the problem of getting premium investment service without having a premium retirement portfolio. His exploration reveals a gap between high-end institutional-style investing and the high-fee world of actively-managed mutual funds. Rebalance, he concludes, is here to fill that gap. Continue reading

Burt Malkiel Wall Street Journal Indexing Beats Wall Street

Indexing Beats Wall Street 90% of the Time

A recent report from Standard & Poor’s adds impressive support to the large body of evidence suggesting the superiority of simple index investment strategies over traditional stock picking. At the start of every year, “active” portfolio managers declare that the… Continue reading

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