Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Taking money from your retirement fund is just as important as adding investments.
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures.
These portfolios are composed of mutual funds with strong ESG and investing track records.
Anchored in actively managed funds, these portfolios were developed with serious ESG investors in mind.
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Consider your ESG focus, goals and asset allocation, for starters.
Investors rely on bonds as ballast for their stock allocations, but their levels of effectiveness can vary greatly.
Vanguard’s chief economist discusses his team’s latest research, how the pandemic has changed the economy, and the future of work.
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.
The Ariel Investments founder and chairman shares his views on diversity, equity, and inclusion, value’s resurgence, stock-picking, and more.
While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.
This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.
The author and financial educator discusses his commitment to indexing, why he believes in small-value stocks, and the perils of performance-chasing.
Calculating a customized inflation rate is better than using a blunt measure like CPI.
Ed Slott breaks down the acronyms and more.
The author and “Capital Allocators” podcast host discusses his new book, the various guests he has interviewed, and the reason why he shared his portfolio with the world.
Dodge toil and trouble by keeping an eye on your retirement date.
And how to make inflation "personal."
Other solutions to keeping it all in the family.
We explore the perils of holding too much in stocks for goals that are within reach.
The financial advisor and author on the best ways for young investors to get started.
The author and financial advisor discusses the importance of tuning out the noise, helping clients align their money with their life goals, and what it means to be a 'coffeehouse investor.'
Now is a good time to check in on your asset mix.
The author and financial advisor on popular mass delusions and whether we're in a bubble.
And when we should expect any changes.
We compare different strategies for generating cash flows, from pure total return to income-centric approaches to annuities.
Striking the right balance between what's sustainable and what's livable is job one.
These vehicles can be bewildering.
The author and investment advisor joins us for our 100th episode to discuss his new book, value stocks and inflation, and the current market environment.
2020's not over--at least when it comes to taxes.
The founder of Flow Financial Planning explains why she made women-in-tech her niche and the opportunities and challenges female tech professionals face.
We look at some of that data that paint a troubling picture about the state of women's retirement preparedness.
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.
The Flow Financial founder talks about supporting women in the tech industry, IPOs and restricted stock, and what it means to be a financial life planner.
It's time to review your IRA and HSA contributions.
A closer look at the data suggest that income may be the real determinant of women's investing choices.
In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.
The uber-successful manager of Magellan Global Equity discusses the firm's unusual origin story, China, and how to build a cohesive world-stock portfolio.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
The key isn't to take no risk at all, but to let the probabilities tell you how much.
Tax considerations suggest yes, but other factors may argue against it.
No matter your life stage or financial goals, identify the right investments for the job.
Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
Taking care with asset placement can result in big tax savings.
From contributions to conversions to distributions, don't fall into these traps.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
Has tax season become a frustrating paper chase? These tactics can buy you some relief.