Personal Finance, Financial Planning, and Investment Management tidbits
Posted in In the news, NAPFA, Retirement Planning on Apr 30th, 2013
Christine Dugas, Money Watch columnist from USA Today answers reader questions about saving protecting and growing money. On March 22, 2013, I answered this question. Q: When my wife retires this year she will receive a lump sum retirement benefit. We are trying to decide what to do with it to provide a steady monthly [...]
Posted in Community, In the news on Jan 14th, 2011
The Cedar Mill News, our monthly community news source, includes a featured local business in each issue. The Featured Business in the January 2011 issue is Cedar Financial Advisors. The article provides a good overview of my background and services. You can read the article here: Featured Business – Cedar Financial Advisors.
Posted in In the news, Retirement Planning, Saving on Nov 15th, 2010
Amy Buttell, a freelance writer and editor, describes creative strategies for saving money in retirement in an article for Fox Business. I provided background information and am quoted in the article. “By the time people are ready to retire, or have already retired, they should have a very current picture of what their spending is,” [...]
Posted in In the news, Retirement Planning, Social Security on Oct 8th, 2010
Amy Buttell, a freelance writer and editor, tackled the complex issue of when to claim Social Security Benefits in an article for Bankrate.com. I provided background information and am quoted in the article. “Retirement planning is complicated, beginning with the decision about when to begin taking your Social Security benefits. On one hand, if you [...]
Posted in In the news, Investing, Retirement Planning on Jan 5th, 2010
January 2010: Tim helped the Ebers family with a Portfolio makeover, published in Money Magazine. You can read about the Ebers family and the advice I provided here.
Posted in In the news, Retirement Planning on Aug 24th, 2009
Brent Hunsberger, the personal finance columnist for The Oregonian, tackled the often complex topic of annuities in his Sunday column. My take: immediate annuities have a role in retirement income planning. However, it’s important to understand the embedded costs and “apples to apples” cash-equivalent yield of a variable annuity with a Guaranteed Lifetime Income Benefit [...]
Posted in In the news, Investing on Jun 6th, 2009
June 2009: Tim is quoted at Kiplinger.com in an article entitled “7 Ways Your Money Will Never Be the Same” An article about the changing investment landscape. Read the full article Update: Jeffery Kosnett, Senior Editor, discusses his article on ABC news 7 Ways your money will never be the same
Posted in 529 Plans, In the news on May 14th, 2009
The Oregon 529 College Savings Plan is selecting a new manager, and we have an opportunity to become “best in class”.
Posted in In the news, Investing on Apr 21st, 2009
Over the five year market cycle from 2004 to 2008, the SPIVA scorecard shows that the S&P 500 outperformed 71.9% of actively managed large cap funds. These results are similar to that of the previous five year cycle from 1999 to 2003. The bear market of 2000 to 2002 showed similar outcomes. SPIVA draws its underlying data from University of Chicago’s CRSP Survivor-Bias-Free U.S. Mutual Fund Database.
Posted in In the news on Feb 7th, 2009
Skip the safe and consider an online bank savings account By Brent Hunsberger …Regardless of all the bad headlines about our financial system and talk of deflation, you’ll do better for yourself keeping your money in an interest-bearing, federally insured account. One of the best places to do that these days is [...]
NAPFA Personal Finance Blog