Retirement Articles
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Alternative Uses of 529 Plans
Suppose you set up a 529 college savings plan for a child or grandchild, and now the youngster doesn’t need it. Maybe the child received a full scholarship or won’t be attending college. This article explains that you have several option. The most logical is to change the beneficiary to another child or grandchild, or […]
5 Ways the Financial Services Industry Comes Up Short: How to Make the Most of Your Wealth
Many high-net-worth people have financial advisors and some kind of financial plan, but I sometimes hear that the advisors chosen aren’t providing the full range advice their clients want or need. In this month’s Retirement Watch Spotlight Series, using research and surveys, I’ll identify the areas in which much of the financial services industry is coming […]
Bob’s Journal
Investors in index funds might want to consider moving to funds that equally weight each stock. The major stock indexes are capitalization-weighted, or cap-weighted. That means each stock’s weight in the index is determined by its market capitalization, which is the value of its outstanding shares of stock. The greater the fund’s capitalization, the larger […]
What’s Holding Down the Gold Price?
The price of gold has been tumbling most of this year. This article offers some explanations and also compares gold to TIPS, pointing out that most of the time there’s a high correlation between the two. His basic argument is that strong economic growth is bad for both gold and TIPS. For the past 5 […]
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ETF Wars Heating Up
Major providers of ETFs spent the last few years competing by steadily lowering fees on select ETFs. It’s about the only way to compete, since most ETFs are index funds. As this article reports, Fidelity made the lowest move by offering ETFs with no fees. These are new funds, and only two are available initially. […]
Some Common Retirement Misconceptions
Most people aren’t experts on retirement, so it’s understandable that they have some misunderstanding about retirement finances. This article reviews some of the more common misunderstandings people have about their retirement finances, and explains how they can lead to trouble. High Yield Is Better Than Low Yield Well duh. How can 5 percent interest not […]
The Financial Emergency Kit: How to Build a Complete Estate Planning Strategy and Document File
Many people think they have estate plans… but oftentimes it turns out they really don’t. I’m not talking about those who haven’t done any planning and don’t even have a basic will. I’m talking about people who have taken action on their estate plans — and yet have plans that are woefully incomplete. You see, […]
A TIPS Primer
With inflation rising, more investors are looking at Treasury Inflation-Protected Securities (TIPS). This article from Charles Schwab & Co. is a review of TIPS, how to use them, and what to expect from them. The current level of inflation isn’t the only factor to consider when investing in TIPS. How much are you paying for […]
