Disciplined investing feels like punishment

You know that the keys to long-term investment success include a diversified portfolio and periodic rebalancing. Meaningful diversification requires including international stocks, even when the recent performance has been poor and the future looks uncertain. Maintaining international stock investment discipline over the last five years feels like punishment. International stocks have under performed US stocks […]

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In the news – When should you apply for Social Security?

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 […]

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