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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...
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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...
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Happy anniversary!
October marks the 10th anniversary of Vanguard’s target retirement funds. What began as the next generation of balanced funds, following Wellington and the LifeStrategy Funds, has grown to represent...
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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...
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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...
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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...
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