Sep 18, 2022 by Sam Swenson, CFA, CPAHow Your Retirement Income Could Look in 2030Retirement income composition is set to look different over the next decade.
Sep 14, 2022 by Sam Swenson, CFA, CPAAre I Bonds Still a Worthwhile Investment for You Today?Some signals indicate that inflation is beginning to cool -- but the big picture is far from certain.
Sep 2, 2022 by Sam Swenson, CFA, CPANot a Fan of the Stock Market Right Now? Try These 4 StrategiesAnxiety around the stock market is more common than you'd think.
Sep 2, 2022 by Sam Swenson, CFA, CPAHere's Why I'd Choose a Roth IRA over a 401(k) Right NowOpting for a tax-free retirement isn't a choice you'll regret.
Jul 23, 2022 by Sam Swenson, CFA, CPA4 Ways to Safeguard Your Retirement Against 9.1% InflationRapidly increasing prices call for a corresponding response.
Jul 22, 2022 by Sam Swenson, CFA, CPA3 Hail Mary Plays to Bring Your Stock Portfolio Back From the BrinkAmidst a bear market, making some tactful portfolio moves can pay off down the line.
Jul 21, 2022 by Sam Swenson, CFA, CPAHow to Clean Up Your Investment Portfolio Before RetirementPaying attention to the details has never been more critical.
Jul 20, 2022 by Sam Swenson, CFA, CPA3 Reasons to Sell Stocks in a Bear MarketIt may not be your first choice, but it's sometimes necessary.
Jul 17, 2022 by Sam Swenson, CFA, CPADoes a Roth Conversion Make Sense Right Now?Converting some or all of your pre-tax retirement accounts to Roth status can be a smart move.
Jul 14, 2022 by Sam Swenson, CFA, CPAMaximizing Your Social Security Is More Important Now Than EverDuring times of economic uncertainty, the government's retirement benefit plan can help to ease your financial worries.
Jul 4, 2022 by Sam Swenson, CFA, CPARetirees: 3 Easy Ways to Protect Your Nest EggProlong the life of your savings.
Jul 1, 2022 by Sam Swenson, CFA, CPADon't Let Recency Bias Derail Your Retirement Investment StrategyWhen it comes to investing, we tend to remember the recent past.
Jul 1, 2022 by Sam Swenson, CFA, CPAInvestors: How to Handle White-Hot Inflation This SummerWith inflation soaring at a rate not seen since the 70s, it's time to fight back.
Jun 28, 2022 by Sam Swenson, CFA, CPAWhat Is Competitive Advantage?Competitive advantage is a key concept within the foundations of business strategy.
Jun 26, 2022 by Sam Swenson, CFA, CPA3 Strategies to Recession-Proof Your Retirement SavingsIf you're on the brink of retirement or already there, consider these strategies for added peace of mind.
Jun 24, 2022 by Sam Swenson, CFA, CPARetirees: How to Make the 4% Rule Last in RetirementA world of high inflation, poor stock returns, and a dwindling Social Security reserve can be unnerving to retirees.
Jun 22, 2022 by Sam Swenson, CFA, CPAInvestors: Don't Sleep on Portfolio DiversificationThe return of a nasty bear market is a reminder to get back to basics.
Jun 16, 2022 by Sam Swenson, CFA, CPA3 Reasons Not to Sell Stocks in a DownturnEven though the temptation is there, it's best to avoid selling stocks when the market falls.
Jun 15, 2022 by Sam Swenson, CFA, CPAWorried About a Recession? Do These 4 Things to PrepareEven the most well-adjusted investor may be rattled by today's economic environment.
Jun 14, 2022 by Sam Swenson, CFA, CPAThis Chief Actuary's Must-Read Quote on Social SecuritySee what the SSA's chief actuary has to say about 2023 benefit checks.
