Index Based Investment Management Services

Investing Articles of Interest

Retirees Lose, Brokers Win in 401K Rollover Boom

Article Snippet: Kathleen Tarr says AT&T employees looked to her as "their de facto 401k expert." Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.

Deep Risk, Discipline and a Punch in the Mouth

Article Snippet: William Bernstein's new e-book, Deep Risk: How History Informs Portfolio Design (Investing for Adults), is introduced with the story of Lucie White and Mark Villa, a couple who sold at the bottom of the market in 2009 and bought back in after missing the great run-up that followed. Sadly, not an uncommon story.

The $241,000 Kid (College Not Included)

Article Snippet: I often wonder how the more than 95% of American workers who aren't able to save enough for retirement will get by and what other strategies might be available to households who recognize that they probably won't win the "Save 22 Times Your Required Income after Social Security Benefits 401(k)" Lotto1.

Why Should I Invest?

Article Snippet: Welcome to Investing Basics! If you've found your way here, chances are you've either got some money socked away or you're planning to do so. But first things first. Why is investing a smart idea?

Your Friend, the Index Fund

Article Snippet: Imagine that you have $500 to invest. But you know little about investing and are too scared to do it on your own. You have no confidence (and, knowing little, no reason to be confident). You shrug your shoulders and park your money in a bank account or CD, earning very low interest. Sigh.

The Underestimated Power of Index Fund Investing

Article Snippet: Ever play the telephone game as a kid? You know the one: Everyone sits in a circle and the first person whispers a common phrase into the ear of the next, then the next, and the next.

Why Invest in Index Funds

Article Snippet: The following is an adapted, excerpted chapter from the 2012 edition of my book Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less.

Pay less for a product or service, and you'll have more money left over afterwards. Pretty straightforward, right? For some reason, many investors seem to think that this rule doesn't apply to the field of investing. Big mistake.

3 Reasons to Avoid Annuities

Article Snippet: In recent months, insurers have experienced a new surge of demand for their annuity products, with sales hitting record highs. But as one of the most hotly debated financial products available to consumers, annuities may not be the best option for your investment funds. Here are the top three reasons why you should avoid annuities.

40 Years Later, Index Funds Remain the Best Wealth Management Choice for All Investors

Article Snippet: This Wednesday marked the 40th anniversary of a new approach to securities investing, the index fund. At the time, the idea was revolutionary. Now index funds, which attempt to mirror the whole market and avoid the inefficiencies of active stock selection, are offered around the world. They are, by far, the most common way that individuals and institutions invest.

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Our Clients

  •   Individual & Family Wealth
  •  IRA Rollovers
  •   Foundations & Endowments
  •   401(k) & 403(b)s
  •   Pension Plans

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