Tom is recently retired and is taking a close look at his investments.  He needs to make sure his nest egg will last.  Dividend-paying stocks make up a portion of his…

I’ve heard that I should “own my age” in bonds but I’m worried that I’ll run out of money in retirement with such a conservative portfolio.  Is there another way?…

Being a self-directed investor has enormous advantages: more control, less complexity, and often higher net returns, to name a few.  But there are also risks and one of the big…

There are some questions that are difficult for DIY investors to answer themselves.  One that comes up fairly frequently when I mentor people who are close to retirement is when…