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Essential vs. Discretionary Spending: Planning Your Retirement Budget
Not all of your spending is created equal. And it would help if you didn’t
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Transitions in Retirement: A Whirlwind of Change
Retirement is sometimes portrayed as a relatively uneventful, static chapter in life. In fact, nothing
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What to Do in Retirement: Finding Purpose Beyond the Numbers
There’s a lot of focus on the “numbers” in retirement planning. And there’s a lot
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How Useful is Historical Data in Predicting Future Returns?
Effectively all of our understanding of finance and investing is based, at least to some
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What is the Role of Bonds in Your Portfolio?
A lot of the time, investors view each of their investments in isolation. They focus
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What is the Efficient Market Hypothesis? And What Does it Mean for You?
Navigating the financial markets can often feel like you’re in a labyrinth, with news outlets,
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Choosing Between Individual Bonds and Bond Funds in Your Investment Portfolio
When investors are looking at their bonds, one of the most common questions is whether
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Home Sweet Home Bias: Overweighting US Stocks in Your Portfolio
Investing is deceptively simple. Until it’s not. As investors, we want to start with the
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Financial Support of Adult Children and Your Retirement
Much has been written about how the current generation of young people are transitioning to