Conventional Wisdom That No Longer Works It used to be easy preparing your portfolio for retirement. The closer you got to retiring the more money you moved from stocks into bonds. You did this for two reasons. The first reason was the bonds that you [...]

Here's a news flash: you're not 30 anymore! And thank God for that. But does your portfolio look like it belongs to a 30 year old? When you're 30, and you have a big loss in your portfolio, you have 20 t0 30 years to [...]

Am I doing everything I can to prepare for a successful retirement? It used to be easy to prepare for retirement. You worked hard, you saved, and when you were ready to retire you bought municipal bonds, you had a pension and Social Security. Together, [...]

Using the Right Tools I have a Craftsman tool set at home that's served me well over the years. If I have a Phillips head screw that's loose I reach into my tool box for a Phillips head screw driver. Now, that doesn't make the [...]

If you're in your late 50's to early 60's you may look back at the steps that you take now, to protect your retirement portfolio, as some of the best moves you've ever made. The markets have recovered since 2008 and most investors are ahead [...]