Personal Finance Advice and Commentary

Tuesday, April 05, 2016 11:31 am
By Dr. Don Taylor ·

Investors face 2 major r risks: risk to principal and risk to purchasing power. Savers are more concerned about one, and investors are more concerned about the other.

Friday, February 06, 2015 7:00 am
By Dr. Don Taylor ·

Financial professionals are often paid investment fees based on an assets under management (AUM) model, where the client pays a percentage of the retirement portfolio’s valuation for the adviser’s services.

Monday, September 30, 2013 6:30 am
By Dr. Don Taylor ·

ETFs are becoming more popular in employer retirement plans, and they offer some advantages over mutual funds.

Monday, March 05, 2012 10:00 am
By Barbara Whelehan ·

In Friday’s blog post, called “Averting retirement disaster,” I described the risk-averse approach to retirement planning that Erin Botsford writes about in her book, “The Big Retirement Risk: Running Out of Money Before You Run Out of Time.” I’ll reiterate: It’s a must-read for those who are approaching retirement. If you don’t want to subject

Wednesday, November 17, 2010 4:24 pm
By Jennie L. Phipps ·

More than 500,000 General Motors’ retirees and surviving spouses have been given a chance to buy shares in GM’s initial public stock offering. It’s a chance to buy in at the offering price, which GM said Wednesday will be $32 to $33 per share. In all, GM expects to sell as many as 478 million

Tuesday, November 09, 2010 5:50 pm
By Jennie L. Phipps ·

Over the past two years, the floundering national economy has put many people’s retirement planning on hold. It’s hard to move forward when home prices are unstable, Social Security seems undependable and investment and interest rates show no signs of improving. I think John Kalamarides, senior vice president of retirement strategy and solutions at Prudential

Tuesday, July 13, 2010 2:06 pm
By Jennie L. Phipps ·

Before you turn over your retirement savings to an investment adviser, hammer out a retirement plan that confirms the kinds of investments you are interested in making and the level of risk you are willing to take. Fort Lauderdale, Fla., securities fraud attorney Mark A. Tepper has made a career out of representing people who