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The Challenge of Long-Term Income: Part II
In Part I of this article, I explained why I have issues with the traditional idea that individuals should provide for their required level of retirement income (beyond what is provided by Social...
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Getting Help in Choosing and Managing a Portfolio
There is currently $5 Trillion invested in Individual Retirement Accounts (IRAs), $4.7 Trillion invested in self-directed retirement plans provided by employers (401(k), 457, and 403(b) plans), and...
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One Advisor’s Approach to Income Investing
Guest post by Contributing Editor, John Graves. Editor’s Note: John Graves has been an independent financial advisor for 26 years. He is one of the two owners of The Renaissance Group, a Registered...
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Review of The Affluent Investor by Phil DeMuth
I have known Phil DeMuth for a number of years and I admire his common sense and views on many topics. Phil authored the recently-published book The Affluent Investor that fills a need in the crowded...
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The Cost of Performance Chasing
As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier. Some will convince themselves that they better get on board or risk...
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Estimating the Real Costs of Investing
One of the least-understood aspects of investing among individual investors is the total costs associated with building and maintaining a portfolio. In comparison to the huge rises and falls that we...
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How Am I Doing? An 8-Point Financial Checklist
A question that nags at many people is whether they are on track financially. Even an average financial life can seem remarkably complex. How does anyone know whether he or she is doing the right...
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How Much am I Paying in Investment Expenses?
This is the seventh installment in our series on how individual investors can assess their financial health. In my experience, I’ve found that many people have no idea how much they’re paying for the...
View ArticleFolio Investing, Motif, and Tailored Portfolios
Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif is a young firm that has gotten a lot of media coverage for...
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Robo Advisor Performance: Beware Hypothetical Returns
Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive. One topic that I have seen nothing...
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