What Are Realistic 401(k) Expectations?
Looking forward, not backward.
Rekenthaler Report
The Investment Miracle That Wasn’t
The secret to investment success? Show up.
Reader Mailbag: Future of Advice, Earnings
John Rekenthaler tackles reader questions from his recent columns.
How Financial Advice Should Work
Two tiers of advisor, sorted by education (rather than ethics).
Many Bubbles, Few Troubles
As with forecast recessions, several bubbles are proclaimed for each that arrives.
Why Annuities Belong in 401(k) Plans
Easing the pain of achieving guaranteed income.
Wrong Again: Mutual Fund Conspiracy Theories
The industry is boring, but not dangerous.
The Benefits of Investing Simply
Keeping it easy can be surprisingly hard to do.
Making Sense of Messy Funds
The task is becoming easier, thanks to a Morningstar enhancement.
Should All Investment Advice Be in the Customer's Best Interest?
The ongoing controversy about a financial advisor's responsibilities.
Why Buy Annuities?
Two primary reasons: group insurance and longevity protection.
Making Annuities More Attractive
A good investment idea, badly marketed.
How Long Can a Good Fund Underperform Its Benchmark?
The challenge of distinguishing between skill and luck.
2 Legal Decisions Affecting Mutual Funds
The subjects--fees and fiduciary duties.
Revenue Share: The Fund Industry's Dinosaur
Eventually, it will become extinct.
The Individual Investor's Edge
Sometimes, it's not best to take a penny for one's thoughts.
Trade Wars and Tariffs
What might the steel and aluminum tariffs portend?
The More Stocks, the Merrier
On average, broadly diversified funds have outperformed concentrated funds.
The Case for (and Against) Concentrated Funds
Walking Through the Argument From GMO’s Ben Inker
Funds That Are Built to Die
Making sense of the new breed of ETF.
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