Personal Finance Advice and Commentary

Monday, September 14, 2015 1:39 pm
By Dr. Don Taylor ·

Should investors head for the sidelines or view the market’s volatility as an opportunity to rebalance their portfolios?

Wednesday, August 19, 2015 7:05 am
By Judy Martel ·

It’s hard to ignore stock market returns, but don’t let them rule your retirement.

Tuesday, August 04, 2015 5:04 pm
By Sheyna Steiner ·

Americans are shoveling more into 401(k)s now than ever before but some people may be keeping too much in equities, Fidelity Investments reported last week.

Monday, June 01, 2015 4:44 pm
By Dr. Don Taylor ·

Investors with actively managed portfolios should review the performance against a relative benchmark after fees and consider increasing their core holdings.

Thursday, April 30, 2015 3:57 pm
By Sheyna Steiner ·

Many 401(k) accounts reflect extreme asset allocation, with 100 percent invested in stocks or no stocks at all. For younger or older investors, that is a problem.

Wednesday, April 08, 2015 7:00 am
By Dr. Don Taylor ·

When you accept that there’s not a one-size-fits-all withdrawal rate, you can move forward with approaches to estimating sustainable spending each year based on your portfolio’s valuation.

Wednesday, March 18, 2015 1:52 pm
By Sheyna Steiner ·

A new study found that most investors make basic mistakes with their investment portfolios, including a lack of diversification and paying too much in fees.

Monday, March 16, 2015 7:00 am
By Dr. Don Taylor ·

If you think the market is a little long in the tooth, rebalancing your portfolio will get you to your target asset allocation.

Monday, March 02, 2015 2:03 pm
By Sheyna Steiner ·

Think you have to be a rocket scientist to invest for the long run? Think again — the most successful long-term investors do the least.

Monday, January 05, 2015 11:45 am
By Sheyna Steiner ·

The price of gold enjoyed a huge run up following the global financial crisis. Do investors have any use for the shiny metal now that fear has abated?

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