Articles

Consider rebalancing whenever your asset allocations stray significantly from your long-term strategy.

The sooner, the better. That’s the best approach to any saving plan. Children’s education ranks right after parents’ retirement as an investment priority for families. Factors to consider include: How much you expect college to cost How much of the cost you plan to cover How long until the money is needed How much you…

Humility is a discipline that can help protect investors from trying to time the markets and letting their emotions overrule their common sense. Art Rothschild explains why and how to practice humility in a MONEY TALK VIDEO discussion with Joel Dresang. [..]

As part of our occasional examination of words and expressions used in investing and finance, Joel Dresang considers the term nest egg. It is used a lot to refer broadly to a designated pot of money, but you really should consider it along the lines of those first couple of dollars a bartender puts in the tip jar to attract more money. It’s a stimulus fund. […]

“Of all the factors associated with poverty in old age, the most critical is to be a woman without a husband.” […]

As part of an occasional series examining the origins of common financial expressions, we get a taste of the savory saying “salting away” as it refers to saving money for the long haul. […]