If data dictate that simple trumps complex, why then do we planners continue to design more complex portfolios? As an example of simplicity, over a decade ago I taught my son how to invest using just ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...

If data dictates that simple trumps complex, why then do we planners continue to design more complex portfolios? As an example of simplicity, over a decade ago I taught my son how to invest using just ...

The end of 2023 has been baffling, economically. Over the last couple of months, the market took a severe beating, with the S&P 500 falling from over 4,500 points to finish October at just over 4,100 ...

You know you need to save for retirement, and you know that generally means investing. The tough question is: Where should you invest your money? There are more than 8,000 mutual funds from which to ...

I introduced the Simple Retirement Portfolios to investors more than two years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...