How Habits Can Lead to Bad Investment Decisions_thmb
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How Even Good Habits Can Lead to Bad Investment Decisions

Challenging your existing assumptions, doing research & educating yourself on new developments can ensure the good habits you have developed stay up to date.
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Why You Should Ignore Fund Manager Ratings

Does this phrase look familiar? “Past performance is not a reliable indicator of future returns.” Most investors probably recognize this line. Mutual funds that are registered with the U.S. Securities and Exchange Commission (SEC) are required to include that statement …
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What to Know If You’re Setting Up a New 401(k) Plan

Are you a brand-new small business owner? Did your company recently grow from one employee to multiple people? If so, there’s a good chance you have not yet set up a defined-contribution retirement plan for your employees. Defined-contribution plans, such …
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money in the hands
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How to Invest a Lump Sum

Congratulations – you’ve just received a lump sum. Perhaps you received a huge commission check, a bonus, a gift or an inheritance. Or maybe you’ve been absentmindedly saving for awhile, and now your bank account has reached a new high. …
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Save for Retirement Without Skipping Vacations

The retirement problem is real. Working Americans are saving far less than they should be in order to retire comfortably: about $6.6 trillion less, according to recent survey by Boston College’s Center for Retirement Research. (Yes, that’s “trillion” with a …
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6 Investing Mistakes You Should Avoid

“You have to spend money to make money.” “There’s no reward without risk.” “Everyone’s buying Apple these days.” Sure, there’s some wisdom in popular cliches — but there are errors in cliches, as well. And sometimes, those errors (or misunderstandings) …
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Helping Workers Bridge the 401(k) Knowledge Gap

It’s a complaint heard all across the country, in businesses large and small: “I’m not an investment expert,” employees say, “yet I am responsible for planning my retirement.” There’s a “knowledge gap,” in other words — and it has stark …
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5 Tips to Help You Catch Up On Your Retirement Savings

The easiest path to a successful retirement is getting an early start. But let’s face it: We can’t change the past. There are plenty of us who woke up one day and realized that retirement is approaching … and we’re …
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Sharing their lives with each other
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How To Manage Your Finances While On Vacation

Summertime is here. The 4th of July holiday weekend just passed, and the long, warm months of July and August stretch before us. If you’re not already on vacation, chances are that you have something planned between now and Labor …
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