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Investor Update Archives

July 17, 2014: More Experience Won’t Necessarily Improve Returns

July 10, 2014: How to Transfer the Risk of Running Out of Money

July 3, 2014: Social Security’s Lump-Sum Payment Option

June 26, 2014: 10 Ways to Ensure Your Retirement Savings Last

June 19, 2014: Guidance for Following Portfolio Alerts

June 12, 2014: Retirement Is Evolving, But Not Completely Changing

June 5, 2014: Revenues Will No Longer Be the Same

May 29, 2014: The Difference Between Stock Screens and Portfolios

May 22, 2014: Not Updating Your Beneficiaries Can Be Costly

May 15, 2014: Blocked From Buying and Selling Mutual Funds

May 8, 2014: Insights from the CFA Conference

May 1, 2014: A Positive Step by Regulators

April 24, 2014: How I Analyze Earnings Reports

April 17, 2014: Don’t Fret Over the Market’s Recent Volatility

April 10, 2014: The 200-Day Moving Average’s Record as a Timing Indicator

April 3, 2014: How to Beat High-Frequency Traders

March 27, 2014: New Tax Rules for IRAs and Bitcoin

March 20, 2014: Coping with Randomness

March 13, 2014: The Challenge of Deciding When to Retire

March 6, 2014: The Bull Market’s 5th Anniversary

February 27, 2014: Make Your Investment Expenses Count

February 20, 2014: Mutual Funds Probably Should Stay Open

February 13, 2014: Finding Winners in Last Year's Bargain Bin

February 6, 2014: Two Notable Mutual Fund Trends

January 30, 2014: Two New Investments from the U.S. Treasury

January 23, 2014: When No Shadow Stocks Qualify as “Buys”