A recent study found that saving for retirement may not be as difficult as we thought. Read more about debunking the 75-80% replacement rate.
Soundmark Principle, Bill Schultheis discusses the challenges Chrysler employee’s face as they navigate a new defined contribution plan.
The 2nd Quarter Market Review for 2013 is posted. See Review.
Finding a portfolio strategy that works for you and your financial plan can be challenging. Eugene Fama of the Fama-French “Three Factor Model” discusses the challenges active managers and investors have trying to beat the market.
Soundmark Principle Bill Schultheis shares his thoughts on the advantages of index funds as a guest columnist for Forbes.
A financial advisor is not only there to help you invest your money but also can help you with a long term financial plan, identifying risk issues overlooked, and be an objective sounding board when needed most. Learn why you may need to hire an advisor more than you realize.
There was an interesting article about the California Public Employees’ Retirement System considering an all passive portfolio, perhaps a move in the right direction? Read more about this new approach.
The First Quarter Market Review is uploaded for viewing.
The Coffeehouse Investor principles are often learned the hard way. Jim Parker of DFA tells of the lessons learned by many elderly Australians losing nest eggs investing in questionable financial schemes in his “Expensive Mistakes” article.
Larry Swedroe, author of Think, Act, and Invest like Warren Buffett takes an in-depth look at a recentMotley Fool article arguing “active investing is the way to go in so-called “inefficient” markets.”