Latest News

  • November 14th, 2011 | Forbes

    Beyond Income Investing: A Total Return Approach to Funding Your Retirement

    For retirees getting by on lifetime savings, these are challenging times. Interest rates on Treasuries, municipal bonds and other high-grade paper are so low as to be insulting. The Federal Reserve Board has telegraphed its intent to maintain microscopic short-term interest rates for at least two more years. The interest rate regime is what it […]

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  • October 27th, 2011 | Bloomberg

    Working Longer Tops Stocks for Rebuilding Retirement Nest Egg

     Click here to download a PDF of the full article

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  • October 14th, 2011 | Market Place

    Should You Go All-In Or Slowly Into The Stock Market?

    Tess Vigeland: All right, one piece of advice we offer regularly to our callers is to make regular deposits into their retirement accounts. It’s called dollar-cost averaging. And what it does is ensure that you are buying steadily into the markets whether they are up or down. But what if you got a better return by […]

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  • September 30th, 2011 | The New York TImes

    Challenging Dollar-Cost Averaging and Other Bad Ideas

    SINCE mid-August, world markets have repeatedly moved with stomach-churning ups and downs. And in response, many investors feel they must take some action for fear that doing nothing will cost more than doing something. The sheer magnitude of the world’s problems — high unemployment and legislative gridlock in the United States, debt problems in Europe, signs of a slowdown in China — […]

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  • September 13th, 2011 | SmartMoney

    Why Is Magellan Still So Big?

     Click here to download a PDF of the full article

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