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Retirement Rules Gone Awry: Replace 80% of Pre-Retirement Income

Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by chance. … Continue reading

Mutual Fund Expense Reductions

Dimensional Fund Advisors, an institutional investment manager with more than $445 billion under management as of 9/30/16, has announced a reduction in expense caps and investment management fees for several funds in 2017. The majority of these funds are long-term … Continue reading

Be Wary of Investment Market Predictions in 2017

As we begin a new year, investors are likely to be bombarded with predictions about what the year may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to … Continue reading