Will Your Money Last Long Enough?

Discover 3 simple steps to avoid running out money when you need it most.  Even if you have something in place, this guide provides research and analysis you can use right now.

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The Latest From Our Blog

Investor Jeopardy

"I'll take Portfolio Maximization for $300, Alex." Without proper coaching, investors may be playing Jeopardy with their portfolios. Join us at the Investor Coaching Event to outsmart average investors and win the game of Investor Jeopardy! Join us on July 27 at Liberty Hall in Kimberly to take the Jeopardy out of your retirement portfolio. We'll tackle the tough questions [...]

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Forecasting the Market is Gambling

Believing that someone out there, whether it's you, or the broker, or some money manager who's on the cover of a magazine, can actually predict and forecast the future and pick all the best stocks and post massive returns, is not the folly of weak minds. It is most often the folly of the most brilliant minds. Many financial experts seem to have a crystal ball. You hear the [...]

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3 Steps to avoid running out of money in retirement

Have you ever wondered why someone with a seemingly average job was able to have money well into retirement,  while some people who made great money end up broke? From the outside, the difference isn’t obvious. The biggest problem is that most American’s don’t know how long their portfolio will last. You may have heard others talking about "wealth building" strategies [...]

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Warning: What you invest in may be dangerous to your wealth

Do Your Investments tilt towards Large Cap Growth Stocks? Vanguard 500 Index (VFINX)went down 38% in 2000-02, 37% in 2008, and the S&P 500 had its worst 10-year period ever from March 1999 to March 2009. Roughly one third of Vanguard's $2.8 trillion in mutual funds and exchange-traded funds (setting aside money market funds and not double-counting by including funds-of-f [...]

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