When planning for retirement, your investment portfolio tends to be the focal point. But your house may represent a significant store of wealth on your balance sheet, too, particularly if you have lived in it for a long time. [Read more…]
Given that we work with many clients who are either retired or approaching retirement, the subject of annuities is a topic that occasionally surfaces during the course of our conversations. [Read more…]
For many, health insurance and health care services are likely to be among the largest expenses in retirement. The fact that health care costs continue to rise faster than the rate of overall inflation can be a source of concern for retirees and those contemplating retirement. [Read more…]
“More money has been lost reaching for yield than at the point of a gun.” —Raymond DeVoe, Jr.
While low interest rates have almost certainly helped stabilize the economy and boost asset values—and been a boon to those able to refinance their mortgages and other debt—they nevertheless present a challenge to investors. [Read more…]
As we all know, saving for retirement requires hard work and discipline. But spending intelligently while in retirement can be equally challenging. [Read more…]
Recently, you may have read headlines regarding the significant losses incurred by various high-profile “quantitative” (often shortened to “quant”) hedge funds. [Read more…]