Posts Tagged ‘investment advice’


The Two Biggest Retirement Misconceptions

Icon Provided by Joseph Regenstein IV, CMFC on May 26, 2010

While the idea of retirement has changed, certain financial assumptions haven’t. We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. We do not expect “retirement” to be all leisure. While this is becoming a cultural assumption among baby [...]

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Tags: american academy of actuaries, baby boomers, financial assumptions, health care reforms, health insurance, investment advice, life expectancy, misconceptions, retirement, retirement income, retirement money, retirement plan, Retirement Planning, social security


A Wild Thursday on Wall Street

Icon Provided by Joseph Regenstein IV, CMFC on May 6, 2010

What’s the difference between “billions” and “millions”? About 650 points. Did a mistake make a sell off more severe? The Dow Jones Industrial Average settled at 10,520.32 Thursday after a 347.80 loss, with fears over European sovereign debt affecting Wall Street. Yet the 347.80 decline was just half the story. The Dow also saw its [...]

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Tags: circuit breaker, dow jones industrial, dow jones industrial average, investment advice, market volatility, new york stock exchange, selloff, sovereign debt, stocks, weird things


The Top 10 Reasons NOT to Plan For Retirement

Icon Provided by Joseph Regenstein IV, CMFC on March 31, 2010

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

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Tags: distribution plan, excuse, Financial Planning, income distribution, inflation, investment advice, procrastinating, retirement eligibility, retirement plan, Retirement Planning, saving for retirement, top ten list