Retirement Readiness Is Being Assessed in the Wrong Manner

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Mathematics of Retirement Portfolios This article deals with several important retirement questions: “How much money do I need in my investment portfolio at the start of retirement?” and “How much can I safely withdraw from my investment portfolio during the retirement years?” Retirement…

 

What Investments Do You Need?

While working on a new presentation about portfolio strategies, it occurred to me that there is an important question I should address: What investments does an individual investor need in their portfolio? Not specific names, but rather what types of investments. It’s a question that is not necessarily easy for many investors to answer. It’s…

 

From Saver to Spender: Managing Your Money in Retirement

This week’s AAII Weekly Features highlight these valuable AAII articles: Qualitative Guidelines for Mutual Fund Selection: Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process. Retirement Readiness Is Being Assessed in the Wrong Manner: No consensus exists on an acceptable risk…

 

Look Beyond Your Comfort Zone for Investment Gains

When was the last time you looked at a company you never heard of? How about a company whose name sounded somewhat familiar, but you can’t recall why and otherwise you don’t know anything about? If your answer is rarely, never or not in a long while, you’ve got plenty of company. We humans engage…