Worry about your retirement before the kids

(BLOOMBERG) – Like self-improvement books, the purpose of pension adequacy surveys is to make us feel lousy about ourselves. Lousy and scared: We haven’t saved enough because we’re myopic and lack self-control. We don’t have a retirement plan, and it’s…

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Investors should look at how companies are run

When it comes to choosing stocks, most investors use traditional financial metrics such as earnings, return on equity and net asset value. Some might look at charts while others use a combination of fundamentals and technical indicators. It is about…

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Tips for buying big-ticket items

(BLOOMBERG) – I am not a fan of bold pronunciations about spending, like: Never buy a boat! Stop drinking lattes! Don’t buy a new car! They seem designed more to attract attention than impart wisdom. I prefer rational guidelines that help…

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