Mountain Money Blog
PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans toward defined contribution 401(k) type plans, and in particular the culture of the industry that […]
Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it did produce a historic and constructive piece of tax legislation that ended a great deal […]
The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning.
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects.
Asset classes gained virtually across the board in the third quarter. The S & P 500 (total return) Index increased 6.35% for the quarter, is up 16.44% for the year and is sitting at right around a five-year high. The Russell 2000 Index of small cap stocks gained 5.25%. Even international stocks, which have recently […]
True investors know how to replace the heroic hope of speculation with long-term, structured strategy. You can avoid the heroics by building and maintaining an investment portfolio guided by your personal goals and the robust evidence on how markets have delivered long-term returns.
Questions whirling around such global and fundamental issues as how the Eurozone and Greece will hammer out an agreement and the on-going uncertainty of the U.S. political scene in this presidential election year led to modest domestic declines and even greater declines in the international markets.
