The year ahead: What retirees should watch out for in 2018

The economy is strong and the stock market is surging. Interest rates are rising a bit, but inflation looks steady. That should mean smooth sailing in 2018 for retirees and people planning for retirement, right? Even the new tax law didn’t do much to impact retirement: The final legislation dropped earlier proposals to sharply curtail […]

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Retirement investors not hitting post-election panic button

Emotion can drive investor behavior – and feelings are in overdrive following last month’s election.Across the United States, the mood ranges from a state of mourning to euphoria, depending on one’s political views. But retirement investors are not hitting the panic button in the wake of the Nov. 8 election. The Vanguard Group reports that […]

Does risk tolerance testing work for retirement investors?

So far this year the stock market has been a relentless ride of unnerving drops and sudden rebounds. Anxious clients are calling their financial advisers. The advisers remind clients that you have both agreed to a plan based on their risk tolerance and goals. That equation drives your portfolio allocation, but the more the ground falls out from […]

Five questions for John Wasik on Keynes, investing and retirement

John Maynard Keynes was one of the most influential economists of the 20th Century; his name is associated widely with the economic theory that governments should step up spending during recession to pull countries out of slumps. But here’s a little-known fact about Keynes: he was one of the most successful investors of his time. […]