Charlie Farrell

Road to Retirement: Stocks beat inflation, but it抖阴ap usually a rough ride

February 6, 2022 at 6:00 a.m.

With the global financial markets focused on the issue of inflation, many investors are wondering what they can do to protect their portfolios and their purchasing power. I often get...

Road to Retirement: Retiring in 2022, here鈥檚 how to prepare

January 4, 2022 at 3:33 p.m.

With the U.S. stock market roughly doubling in value over the last three years, many people are thinking of retiring. If 2022 is your year to quit your day job...

Road to Retirement: The formula for success hasn鈥檛 changed

December 29, 2022 at 10:48 a.m.

As we start 2023, many investors are pondering how to deal with markets as we exit one of the more difficult years in financial market history. What made 2022 so...

Road to Retirement: Is the 4% withdrawal rule dead?

December 6, 2021 at 2:58 p.m.

With interest rates stuck at all-time lows, inflation surging, and stock markets at all-time highs, there are many in the financial services industry who are questioning the wisdom of the...

Road to Retirement: The Fed is gaslighting investors

November 7, 2021 at 6:00 a.m.

Over the last several years, the term 鈥済aslighting鈥� has become a popular way of describing an attempt to manipulate someone鈥檚 perception of the world so they question their own reality....

Road to Retirement: Dow 170,000, investors think so

October 3, 2021 at 6:00 a.m.

The financial services firm Natixis surveyed individual investors this year about their return expectations for the stock market going forward. If individual investors are right, the Dow Jones Industrial Average...

Road to Retirement: Financial repression is crushing retirees

September 5, 2021 at 6:00 a.m.

There is no doubt that inflation is coursing its way through the economy. Yet the amount of interest you can earn on things like CDs and money market funds is...

Road to Retirement: Should you convert retirement assets to a Roth?

August 1, 2021 at 6:00 a.m.

As more baby boomers enter retirement, many are thinking about how to manage their taxes once they start taking money from their 401(k) and other retirement plan assets. As a...

Road to Retirement: Crypto millionaires, are you missing out?

July 4, 2021 at 6:00 a.m.

In a recent CNBC survey of millionaire millennials, nearly half of them reported having at least 25% of their assets in cryptocurrencies, such as Bitcoin and Ethereum. While surveys vary,...

Road to Retirement: Be aware of five big challenges to retiring early

June 6, 2021 at 6:00 a.m.

With the stock market and real estate values hitting record highs, some folks are thinking of early retirement. But retiring early comes with challenges. Consider that if a couple retires...

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