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Resources

Turning a Saver Into a Spender

Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where…

Living a Life Worthy of a Legacy at Any Age

Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. By Tim Maurer Estate planning is one of the most technical—and terrifying—topics in the broad practice of…

Should You Worry About an Inverted Yield Curve?

Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either. By Larry Swedroe Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis…

Your Home Is a Personal Asset

Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment. Your home is your sanctuary. It is your comfort zone and where you spend a good deal of your time. You sleep, cook, eat and entertain at home. For some, you may…

Do You Really Want to Retire?

Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people…

Stock Volatility and Trade Tensions

Remember, volatility is a natural feature of the market, not a flaw. Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn’t, consider taking in response to stock market turbulence amid trade tensions. Remember, volatility is a natural feature of the market, not a flaw. Tim Maurer appears on Nightly Business…

The Risk Warrior

In the most recent Investment Advisor cover story, Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Janet Levaux, editor-in-chief with Investment Advisor, sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Find it on InvestmentAdvisorDigital.com By clicking on…

A Guide to Starting Family Financial Conversations

Families sometimes struggle with reasonable, open and constructive dialogue around a range of wealth and life planning matters. To help, Wealth Advisor Jeff Johnson offers some strategies for planning your family’s next important conversation about money. I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the…

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? How much is enough? It’s…

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. From March 2009 through September 2018 — a period encompassing almost 10 years and the aftermath of the Great Financial Crisis —…

Bear Markets to Be Borne With Equanimity

When faced with stock market volatility, it’s critical to take the long view. Larry Swedroe helps keep things in perspective with a look at why disciplined investors have been rewarded for their patience. The holiday season is supposed to be about good cheer. Given the economic news, you might think investors would have plenty to…

Why Active Management Still Fails

A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. Stock-picking pros aren’t stupid. They’re just expensive. —John Bogle, Money Magazine: 2011 Investor’s Guide   There’s a…

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