Archive for Retirement Planning

Worst First Quarter Ever! (Originally Posted 4.21.09)

Nov 09, 2009 No Comments

The Market was killed in the first quarter of 2009 and most investors fled for the exits. The Financial Coach on April 21, 2009 related the worst first quarter and the Business Week article by bringing up the facts of how markets work and how as an investor you cannot fall prey to fear or [...]

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Active Management (Mutual Funds/Brokers) Vs Passive Management (Asset Classes and Index Funds)

Nov 09, 2009 No Comments

The argument has raged for years that mutual funds and brokers can deliver better returns by their ‘knowledge’ concerning the market. While many investors fall prey to this misinformation, the truth has slowly gotten out and investors are learning. While managed funds still prey upon the ‘greedy’ with the idea that they can pick winners, [...]

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Retirement Planning: Asset Dedication, Bucket Planning

Nov 09, 2009 No Comments

Don’t be fooled into the common strategy of lumping your investments together for retirement. Instead, learn how to properly plan for your retirment through a “Asset Devotion” strategy. Asset Devotion Sample

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What Does The Future Hold For Us?

Nov 09, 2009 No Comments

(Click on title to watch video) Remember those glorious days of ‘This is a New Paradigm” and all of those other fancy things we heard about the tech bubble, real estate, commodities, and even our current situation and Gold!  See what the Coach says about our future and I’m sure you’ll also love some of [...]

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