What Does It Mean To Have Enough? It’s Up To You.
How much is enough? It's a broad question, yet it's easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life?
Yet More Investing Lessons from 2018
In the third and final installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe concludes his list with 2018's lessons eight through 11.
More Investing Lessons from 2018
In the second installment of his annual look at what the markets taught investors over the prior year about prudent investment strategy, Larry Swedroe resumes his list with 2017's lessons four through seven.
Investing Lessons from 2018
In the first installment of his annual look at what markets taught investors over the previous year about prudent investment strategy, Larry Swedroe unpacks lessons one through three from 2018.
Retirees Need a Life Plan, Not Just a Financial One
In a review of Larry Swedroe's newest book, "Your Complete Guide to a Successful and Secure Retirement," David Nicklaus, of the St. Louis Post-Dispatch, explores the book's main themes and why a retirement plan should include more than money.
Be More Purposeful In 2019 With Seinfeld’s Productivity Hack
What's the most important thing you need to do today, and how might you manage your calendar in a way that improves the odds it actually happens? Tim Maurer shares his system for channeling daily intentionality to boost productivity.
Long/Short Portfolios Can Improve Tax Efficiency
Is the conventional wisdom that equates turnover and shorting with tax inefficiency actually right? Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies' long-only constraint can drastically increase tax benefits.
Financial Planning for Investors in Their 40s
Many 40-somethings are seeing their income begin to peak, but expenses are often on the rise as well. Tim Maurer goes on CNBC's "Power Lunch" to talk about what financial steps investors in their 40s should take first.
The Sky Isn’t Falling
Bear markets are simply a feature of the stock market, not a problem. But they can still hurt. To help investors avoid catastrophizing recent volatility, Larry Swedroe lays out some economic positives to also keep in mind.
Investing for the Long Term amid Stock Market Volatility
In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market's longer-term properties can help put last quarter's volatility into broader context.
