Saving for a Secure Retirement

The Center for Retirement Research at Boston College released a paper this month (11/11) titled: How Much to Save for a Secure Retirement. It is highly readable and gives a nice overview of the interaction between the age at which one begins to save for retirement, the average rate of return on the retirement savings and the age at which one chooses to retire. Based on these factors, one can get an idea of what percentage of...

Dangerous Day in the Markets?

Yikes! The Dow is down over 500 points while I’m writing this post. This is a dangerous day in the stock markets: but not the way you might think. For those of you that are investing for long term goals like your retirement, this day could be dangerous because it might scare you. The danger mainly lies in the possibility that you might become scared enough to sell out of your stock ETFs or stock mutual funds! If...

William Duncan is Accepted as a Provisional Member...

As of May 24, 2011, we are pleased to announce that William Duncan has been accepted as a Provisional Member of the National Association of Personal Financial Advisors. This organization is highly respected in the financial industry and press for its standards. In order to be admitted as a provisional member: First and foremost, the applicant must be a Fee-Only financial planner. The planner may not derive any compensation...