Which is better: To retire without a mortgage or keep the mortgage and retire with a bigger nest egg? More Americans approaching retiring...

You could call it the nap-time of personal-finance planning. Many workers find this month is a quiet time at the office. For families,...

When I was in Santa Monica last week for a Dimensional Funds seminar, I also had a chance to hang for a bit with Rocco Pendola, the...

I think “risk” is the most widely misunderstood investment concept. The consequences can be dire – running out of money before you run...

Amy J.C. Cuddy, Matthew Kohut, and John Neffinger Such leaders face troubles without being troubled. Their behavior is not relaxed, but...

For the first time in more than 20 years, Dimensional Fund Advisors is changing the way it builds equity portfolios. Thanks to a...

For the third time in four years, Dimensional Fund Advisors tops the list of mutual fund companies best positioned to increase its share...

One time-honored rule of thumb suggests that should save 10% of your income for retirement. But that percentage might be too high or too...

“Buy low and sell high.” That was my simple approach when I was a smart young investment advisor. I poured over a company’s balance...

With a new year around the corner, we need to brace ourselves for the annual guessing game of 2013 predictions. It seems to be an annual...

Every now and then I get a call from a client wanting my opinion about starting a business with a friend, investing money in a business...

I started Docstoc in my 20’s, made the cover of one of those cliché “20 Under 20” lists, and today I employ an amazing group of...

Many people who inherit IRAs are unfamiliar with the rules that apply to them. My article for Forbes magazine, “Five Rules For Inherited...

Conventional wisdom usually advises older investors and retirees to balance a portfolio of bonds, stocks and annuities to squeeze the...

My wife and I are both over 65 and are doing some estate planning. Can I transfer funds from a traditional IRA to a trust without...

The most common question I get as a financial planner is “What kind of rate of return can you get for me?” This question implies that the...

My friend, Bert Whitehead, author of Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction , is one of the best...

As individuals are growing older and living longer, many are realizing they may need some type of assistance in later years to live with...

When you are searching for a financial advisor, what you are looking for is a Chief Financial Officer to help you run your family’s...

by John Grogan Absent guidance from financial professionals who can focus on the bigger picture, many well-intentioned people get caught...