Clik here to view.
Clearing the air on target date performance
Sigh … How many more times are we going to see articles like this, involving great wailing and gnashing of teeth over target date fund performance … in 2008? Below you’ll see a summary of unvarnished...
View ArticleClik here to view.
More target date “bubbles”
In my February 4 post, I complained about what I perceived as mischaracterization of the performance of target date funds because of reporting that focused on the spectacularly poor results of a few...
View ArticleClik here to view.
Investing in a crisis
In 2011, when Standard & Poor’s downgraded the U.S. credit rating, did you break out in a cold sweat? And when Greek voters rejected the terms of a European Union bailout, did you find yourself...
View ArticleClik here to view.
Weighing the risk of rising interest rates on retirees
The timing of the U.S. Federal Reserve’s interest rate “liftoff” was a focal point of global economic and market news for most of last year. I was regularly asked by clients how they should be...
View ArticleClik here to view.
Why do retirees maintain high equity allocations?
In a prior blog post, I debunked the myth that millennials were staying out of the stock market. That was good, but I came up with a new head-scratcher. Retirees are maintaining high equity allocations...
View Article