Objective information about financial planning, investments, and retirement plans

What I’m Reading: Stock Market Highs – Trick-or-Treat Edition

This past Friday was Halloween and that means trick-or-treaters dressed in all sorts of neat costumes.  We didn’t have a lot of kids ring the bell so the neighbor girl made out big-time when she and a friend came to the door later in the … [Continue reading]

Should You Accept a Pension Buyout Offer?

Corporate pension buyout offers have been in the news lately with Hartford Financial Services offering lump-sum payment options to former employees and with Boeing offering a choice of lump-sum or annuity payments to a similar group. Other major … [Continue reading]

Is the Dow Jones Industrial Average Still a Relevant Stock Market Index?

The Dow Jones Industrial Average (DJIA) of 30 large stocks has long been arguably the most watched index for those following the stock market.  As I write this IBM a long-time index component reported a major miss in its quarterly earnings. The … [Continue reading]

Five Things to do During a Stock Market Correction

As you may or may not know the stock market has been going through some tough days recently.  For example the S&P 500 Index is down about 8% from its all-time high reached in September of this year.  While we are not officially in correction … [Continue reading]

5 Mutual Fund Investing Lessons from the Bill Gross Saga

The soap opera at PIMco that began with the departure of Co-CEO Mohamed El-Erian in January came to a head with the recent departure of PIMco flounder Bill Gross.   More than just being the founder of PIMco Gross managed the firm’s flagship … [Continue reading]

Your 401(k) – A To Do List for the Rest of 2014

In a recent post Eight Financial To Do Items for the Rest of 2014, I outlined several items for your financial to do list for the rest of 2014.  One of those items was to review your 401(k) plan.  Here are a few more steps to take with your 401(k) … [Continue reading]

The Plutus Awards – Finance Blogs to Read and Discover

The finalists for the 2014 Plutus Awards which celebrates the best in personal finance blogging were recently announced.  Check out the official announcement here.  I was very honored and flattered to have this blog named as a finalist in the Best … [Continue reading]