12Oct, 2018

3 Key Considerations about Mutual Funds

A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of mutual funds as a consolidator. They amass revenue f [...]

31Aug, 2018

3 Options for People Without a 401(k)

You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all private retirement savings) that is earmarked to pay for [...]

9Aug, 2018

What is portfolio rebalancing?

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. This has to pay for my retirement! Will you please [...]

26Jul, 2018

Fixing Common 401(k) Mistakes

5 things savvy participants should do. Nationwide, there are over 50 million people participating in a 401(k) plan. [1] Does that include you? We hear from a lot of folks, usually callers to Money Ma [...]

28Jun, 2018

3 Dangers of Chasing Dividends

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in older, “name-brand” companies that paid a d [...]

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