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Financial Literacy is the Issue of the Month? Try Issue of the Century.
April is Financial Literacy Month. All month long, I have been trying to think of how to write a post that can express the depth of my conviction that the lack of financial knowledge is at the core of...
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Stocks and Shocks: What to Do?
Guest Post by Contributing Editor, David Kotok, Chairman and Chief Investment Officer, Cumberland Advisors. How do we avoid walking into a “left hook” in the markets? That was the discussion this week...
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We Have Met The Enemy And He Is Us
Guest post by Contributing Editor, Robert P. Seawright, Chief Investment and Information Officer for Madison Avenue Securities. Psychologist Walter Mischel’s famous 1972 marshmallow experiment, was...
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The Pension Dilemma
Guest Post by Contributing Editor, Michael Lewitt, Vice President and Portfolio Manager, Cumberland Advisors. We thought this was an interesting article and thought our readers would too. Enjoy....
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What is Your Pension Really Worth?
Last week, we posted an article from Michael Lewitt, Vice President and Portfolio Manager at Cumberland Advisors called “The Pension Dilemma” that talked about how America’s largest pension fund, the...
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Investors’ 10 Most Common Behavioral Biases
Guest post by Contributing Editor, Robert P. Seawright, Chief Investment and Information Officer for Madison Avenue Securities. Barry Ritholz (of The Big Picture and a Sunday Business columnist at The...
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Saving and Investing for Retirement: Part One
We Are In Trouble: Part One of Our Special Five Part Series As the presidential election season of 2012 has gotten underway, there is a massive issue that has gotten very little attention: how...
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Sector Watch: Municipal Bonds
Municipal bonds are issued by states and municipalities and typically have tax advantages relative to other fixed income assets. In general, income from muni bonds is tax exempt at the federal level...
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Target Date Strategies Over The Last Five Years
The intent of target date strategies is to provide investors with fully-diversified portfolios that evolve appropriately as investors age. Target date funds have enjoyed enormous growth over recent...
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Financial Literacy: State of the Union in 2013
April is financial literacy month. I believe that lack of financial knowledge is one of the most critical problems that our country faces. It is well understood that someone who is illiterate in the...
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How Much Do You Need to Save for Retirement?
In the financial advisory business, one of the most pressing and controversial topics is how much money people need to save during their working years in order to provide for long-term retirement...
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How Am I Doing? An 8-Point Financial Checklist
A question that nags at many people is whether they are on track financially. Even an average financial life can seem remarkably complex. How does anyone know whether he or she is doing the right...
View ArticleThe Decline of Pensions Leads to Greater Reliance on IRAs and 401(k)s
Over the last several decades, there’s been a gradual decline of pension plan availability in the United States. There was a time when people worked longer and collected less in overall pension...
View ArticleIncome Investors Are Feeling the Squeeze
Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to...
View ArticleWhat Pension Plan Phase-Outs Mean for You
How’s your pension doing? If you answered, “great,” you probably belong to one of a few specific job sectors—or an upper age bracket. The more common answer these days is something other than “great.”...
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