Articles

How America Saves For Retirement
How can gigantic financial services corporations – competitors Fidelity and Vanguard – analyze similar data on Americans’ 401(k) balances and come to wildly different conclusions?

Why Real Innovation Comes From A Free-Market Economy
Brian Wesbury, one of my favorite economists, recently spoke about the supply chain shift that seems to be happening right now in China. Wesbury used

7 Skills To Master For A Happy Retirement
Who doesn’t want a happy retirement? After all, they don’t call them the Golden Years for nothing! So, are you setting yourself up for true

12 Items Retirees Should Always Buy From Costco
Ah, the Costco run – the most exhilarating of suburban Saturday activities! The allure is multi-faceted. There’s the practical aspect, such as picking up a

How Are You Managing Your Money? The Changing Landscape Of Wealth Management
Being an investor today is a wonderful thing. We have access to employer-sponsored plans, like 401(k)s and pension plans, and tax-deferred vehicles like IRAs, or

CHIME – How Capital Investment Advisors Keeps Tabs On The Pulse Of The Market
Ask a gaggle of financial professionals how they gauge where the economy is going in the coming months, and you’ll get a slew of different

Wes Moss: Why 65 Is The New 45
Did you know that our conception of “typical retirement age” was shaped over 100 years ago? In 1905, physician William Osler proclaimed the most productive

2019 Second Quarter Market Update
On July 1 the US marked 121-months of economic expansion – the longest period of growth without a recession in American history. It all started

Where Are We In The Economic Cycle?
Economic expansions send more than stock prices soaring. Such periods of electrifying growth also stimulate our emotions. When things are going well in an expansion,

Wes Moss: A Half-Century of Pain and Progress For Investors
Every time we pick up the newspaper or turn on the news these days, we’re greeted with lurid headlines of doom and gloom. This fact

How and When Should I Move to a Safer Retirement Portfolio?
When is it time to pull in your investment horns and play it safe(r)? That’s among the most common questions I hear from clients of

The One Thing About Your Partner’s Personality That Can Influence Your Longevity
Is your partner a couch potato or a gym rat? Could they eat fast food for every meal or do they prefer to make their
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