Fidelity: 401(k) Balances Drop 12% in 3Q

(I don’t know about you but I’m getting really tired of all the woe and gloom that pervades our lives. At first glance, this post is much the same. But if you get to the end and have time, watch the presentation I created by clicking on the last line. For me its a ray …

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Market Insights and Weekly Recap

A slight change in format here. In addition to the weekly Capital Market Insight that comes from Curian Capital, I've found another good summary that comes from J.P.Morgan. Here are links which, assuming they show up each week, I plan to make available to you if you simply click on the respective links below. Call …

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What Does Retirement Really Cost? – Part III

What we’ve talked about in Part I & II is a basic application of the time value of money, given today’s interest rates. So, is it time to take up boozing, smoking and to hell with the exercise bike? Maybe. As a financial advisor, I can provide you with reams of data that suggest, over …

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Capital Market Insights – November 21, 2011

Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help those of you who want to manage your own money. Stay informed about important developments in economics and the markets. CONTINUE HERE...

What Does Retirement Really Cost? – Part II

Earlier, in Part I, I referenced an idea that came from Moshe Milevsky. The central question he posed was “Do I have enough...or will I live longer than my money?” This is a particularly vexing question. It's one of those riddles wrapped in an enigma, to which it is impossible to provide a fully satisfying …

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10 Sources of Retirement Income

In a perfect world, all of us would make lots of money, have been smart enough to accumulate successfully during our working years, and now, with good health, enjoy our lives with close friends, with family, and with lots of energy. Hah! Here is a list someone has created describing the 10 Sources of Retirement …

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How the Internet Really Began

In ancient Israel , it came to pass that a trader by the name of Abraham Com did take unto himself a young wife by the name of Dot. And Dot Com was a comely woman, broad of shoulder and long of leg. Indeed, she was often called Amazon Dot Com. And she said unto …

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What Does Retirement Really Cost? – Part I

This is a question that surfaces in one form or another in virtually every conversation I have with a client or prospective client. The central point is that no one knows. How's that for insight? "Retirement" is that point in your life when you stop working for money and whatever money you have accumulated has …

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Capital Market Insights – November 14, 2011

Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help those of you who want to manage your own money. Stay informed about important developments in economics and the markets… Finish reading here...

Who Said Insurance Agents Have NO Sense of Humor?

A stock broker, an actuary and an agent are all caught drinking smuggled liquor while staying in Saudi Arabia. Under Saudi law, simply possessing alcohol is an offense punishable by death. However, the local prince is feeling generous that day, so he commutes the death sentence and instead sentences each to 20 lashes. After further …

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