Home >Articles

Articles from 04/2015

They Don’t Ring A Bell At The Top

"In hindsight, the signs were obvious to anyone paying attention. Years of quantitative easing had pushed prices for financial assets to unsustainable highs, while simultaneously pushing bond yields to ridiculously low
Continue Reading

Gap Between Retirement Confidence and Preparedness Grows

The number of today’s workers who are confident they’ll enjoy a secure, comfortable retirement continues to grow—while at the same time, their actual preparedness appears to be declining. That’s a central finding from the
Continue Reading

Overlooked Factors In The Roth vs. Traditional Decision

Austin's post-tax-season reflections yesterday got me thinking about another tax filing issue: whether to make retirement plan contributions on a Roth or Traditional basis. This is one of the most common questions I hear,
Continue Reading

“We have met the rich, and, apparently, they is us.” - with Apologies to Pogo

It occurs to me that Tax Day came and went last week without a rant from yours truly. My friends, this should not be. And so, pretend it's 1909, and we're in the visitor's gallery of the U.S. Senate. We're listening in on
Continue Reading

Money Roundup: A Helpful New View of Social Security, The Limits of Investment Knowledge, and More

This week’s picks for the best investing and personal finance articles from around the web. One great reason to delay taking Social Security (MarketWatch). The benefit of looking at Social Security as an asset in your
Continue Reading

We’re Sold Out of ‘The Grad’s Guide to Money’

In the April issue of the Sound Mind Investing newsletter, we offered a "limited" number of "The Grad's Guide to Money" books at a discounted price. Those books are now all gone. If you'd still like a copy, they are
Continue Reading

How To Cut Junk Mail And Telemarketing Phone Calls

This topic is a little different than the investing themes I normally write about, but I remember writing about this a long time ago (maybe 10 years or more?) and it generating quite a bit of interest. So it's probably
Continue Reading

Being the Bank of Mom and Dad Can Bankrupt Your Retirement and More

Many people find it difficult to save enough to build an adequate nest egg, and one seldom discussed factor that appears to be holding some households back is supporting adult children financially. As reported by Next
Continue Reading

Personal Portfolio Tracker Update (Data Through March 31)

SMI's Personal Portfolio Tracker has been updated to reflect data current through 3/31/15. Not familiar with this powerful tool? Read on for a brief overview. SMI's most popular web tool has long been the Personal
Continue Reading

Are You Likely to Relocate When You Retire?

I routinely see articles about the best/worst places for retirees to live, and I always wonder, "Do many people actually relocate for these reasons?" There may have been a time in life when you had to move away from
Continue Reading