Charlie Farrell
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Road to Retirement: How to invest over the next year
Normally, you don’t think about your retirement investments in terms of a one-year time horizon. But we are not in normal times, and many investors feel a great deal of...

Road to Retirement: The difference between gambling and investing
Whatap the difference between gambling and investing? Itap an age-old question thatap important to understand if you want to both protect and grow your wealth. A good way to think...

Road to Retirement: Does the 4% withdrawal rate still apply?
If you are retired or close to it, you’ve probably heard about the 4% withdrawal rule. That rule roughly says that if you withdraw 4% of your retirement portfolio every...

Road to Retirement: Retired, now what should you do?
If you are retired and need to live off distributions from your portfolio, this is a particularly challenging time. The rule of thumb advice to just “wait out bad markets”...

Road to Retirement: Why value investing isn’t working
The formula for making money in the stock market is pretty simple: buy low, sell high. Traditionally, the way to buy low was to look for good deals, companies that...

Road to Retirement: Fleeing one investment bubble for another?
With technology companies driving the stock market up seemingly week after week, itap making some investors nervous and bringing up bad memories of the technology crash of 2000. So, is...

Road to Retirement: A look back at the past two decades and lessons for the next two
As we close out the first two decades of the 21st century, this is a good time to look back at financial market returns. There are certainly good lessons to...

Road to Retirement: The bull market continues?
Despite the turmoil in our nation’s capital around impeachment, the continuing battles over trade with China, and some slight slowing in economic activity, the stock market churns upward. This has investors...

Road to Retirement: Managing income through the next market decline
With the stock market at all-time highs and the economy slowing somewhat, itap got retired investors a bit nervous about the possibility of another market decline. If you’re retired, you...

Road to Retirement: Itap the fourth quarter and time for some portfolio maintenance
The fourth quarter of the year is upon us, and itap a good time to perform some regular maintenance on your investment accounts. Here are four practical things you can...