When You're 64
Six months after reaching age 64, Americans are showered with Medicare supplement pitches. While the path of least resistance leads to a Medicare Advantage plan, a Medigap plan might be better. Here's...
View ArticleBull market raises red flag: TrimTabs
“Fund flows tend to be a good shorter-term contrary indicator, so the post-election buying spree bodes poorly for U.S. equities,” said David Santschi, TrimTabs' CEO.
View ArticleQuote of the Week/Honorable Mention
“Winning is not a secret that belongs to a very few; winning is something that we can learn by studying ourselves, studying the environment and making ourselves ready for any challenge that is in...
View ArticleEconomies of scale allow Vanguard to further reduce fund fees
Vanguard CEO Bill McNabb said the reductions were not “another volley fired in the fee war” but rather “business as usual” for the Malvern, Pa., firm.
View ArticleTrump’s Tax Plan and the Dollar
'Trump’s proposed tax plan—particularly the border-adjustment tax—would most likely not have a positive impact on the US trade balance,' write these Ivy League economists. 'Worse, it could be very...
View Article“Hipsters, lend us your ears,” says Betterment
Those who download Betterment's new podcasts will glean “unconventional and entertaining insights on money and life” from “thought leaders” in the fields of finance, entrepreneurship, sports, and show...
View ArticleGoodbye “Obamania.” Hello, er, “Trumpelstiltskin”?
Puns, portmanteau words and neologisms--especially those incorporating the name Trump--dominated Investopedia's annual list of financial terms whose meanings were sought most often on the information...
View Article‘Yours Sincerely, Wasting Away’
Ultimately, I'm fatalistic about the high cost of getting old. No matter how expensive health care gets, the elderly and their families will pay no more than they are willing and able to pay, and no...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleVoya: From Orange to Origami
Almost four years after its IPO, Voya (formerly ING-US) has rebranded, retooled itself as a fixed indexed annuity shop and launched an ad campaign featuring origami rodents that talk. But it is still...
View ArticlePolicy Forecast: Gloom with a Chance of Doom
At the Employee Benefit Research Institute's policy forum in D.C. last week, retirement policy experts were not cheerful about the coming inauguration, and some feared that retirement security will...
View ArticleWhen You're 64
Six months after reaching age 64, Americans are showered with Medicare supplement pitches. While the path of least resistance leads to a Medicare Advantage plan, a Medigap plan might be better. Here's...
View ArticleTilting at windmills
A Danish pension fund's investment in American wind farms looked like a safe diversification bet--until the prevailing price of electricity in Texas dropped by more than 50%.
View ArticleRetirePreneur: Dream Forward
The next wave of automation in retirement plans will be chatbots--intelligent virtual assistants that both teach and learn from participants. Dream Forward, a startup led by Grant Easterbrook, is...
View ArticleThe View from Costa Rica
By visiting Costa Rica and interviewing retirement experts there, I hope to gather a few facts that might help me and RIJ readers understand our domestic retirement financing dilemma more clearly.
View ArticleVanguard establishes behavioral research center
The Center for Investor Research “will examine how investors make decisions through observational studies based on Vanguard's administrative data and the growing pool of digital interactions,” the...
View ArticleAmerica’s 20 best online stockbrokers and robo-advisors: NerdWallet
The online credit-card rating site names some of its favorite fintech players.
View ArticleNextCapital to provide robo-advice to John Hancock plans
NextCapital and John Hancock will roll out the new digital advice solution across the John Hancock Retirement Plan Services business over the next 12 months.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
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