Hot Off the Web– September 6, 2010 Personal Finance and Investments In the WSJ’s “A hedge fund lurking in your 401(k)” Kim and Tergesen look inside very popular target-date funds used in many 401(k) plans, and observe that in an effort to manage risk for those near or in retirement “Some firms are taking wider […]
Hot Off the Web– August 30, 2010 Personal Finance and Investments In the WSJ’s “Paying off the house in 15 years” Amy Hoak reports that “Between January and June, 26% of homeowners who refinanced chose a 15-year fixed-rate mortgage…During all of 2009, 18.5% of borrowers who refinanced opted for a 15-year term.” Refinancing, for those […]
Hot Off the Web– August 23, 2010 Personal Finance and Investments In MarketWatch’s “In your flight to safety, don’t crash” Robert Powell reports on the recommendations of Ron Florance on how to approach these uncertain times, when many have the tendency to just rush to the perceived safety of gold, money-market funds, government bonds, buying […]
Hot Off the Web- August 16, 2010 Personal Finance and Investments The WSJ’s Neil Parmar in “Beware of ‘independent’ investment research” asks if we can trust the conclusion, of a life insurance company sponsored research at Wharton School that annuities are “the best way to go”. A, no doubt honest, professor/researcher (Babbel) at a reputable […]
Hot Off the Web– August 9, 2010 Personal Finance and Investments In Globe and Mail’s World’s wealthiest playing it safe with investments” Thane Stenner refers to the new World Wealth Report available from Capgemini in discussing the changes in the way “The financial crisis and subsequent recession has changed the way HNW (defined here as […]
Hot Off the Web- August 2, 2010 Personal Finance and Investments The WSJ’s Sam Mamudi writes that “Try as investors might, so much depends on chance”; “The biggest factor in long-term returns is how the financial markets happen to perform during the 30 or so years an investor puts money away for retirement.” One dollar […]
Hot Off the Web– July 27, 2010 Personal Finance and Investments Brett Arends’ lists “Ten Stock-Market myths that just won’t die”in the WSJ. Among the myths are: (2) “stocks on the average make you about 10% a year” (except that includes inflation and you had to buy at average valuations), (6) “The market is really […]
Hot Off the Web– July 19, 2010 Personal Finance and Investments Ron Lieber in the NYT’s “’Daddy, are we rich?’ and other tough questions”discusses how one might approach answering (young and older) children’s questions about the family’s financial state, like ‘are we rich’, ‘how much do you make’, ‘why we don’t have a second home’ […]
Hot Off the Web– June 29, 2010 Personal Finance and Investments David Aston in MoneySense.ca’s “Retirement Home 2.0” looks a the cost and range of available public and private senior care options, from retirement homes to nursing homes depending on the level of care one needs/wants. The article includes a box on whether one might […]
Hot Off the Web– June 21, 2010 Personal Finance and Investments In Bloomberg’s “Financial abuse victimizes one in five elderly, non-profit says” Alexis Leondis reports that in the U.S. “More than 7.3 million senior citizens have been taken advantage of financially through inappropriate investments, high fees or fraud” and “Forty percent of children who have […]