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Rethinking Income
09/01/2003: Money Magazine, Vol. 32 No. 9
Do You Really Need That Monthly Income To Make Ends Meet Or Are You Just Looking For Safety? For Many Investors, The Problem Of Falling Rates Is Not As Dire As It Seems
http://money.cnn.com/best/magazine_archive/2003/09/ALT-01.html;
http://www.jasonzweig.com/uploads/9.03RetirementIncome1.pdf;
http://www.jasonzweig.com/uploads/9.03RetirementIncome2.pdf
A Matter of Expectations
01/01/2001: Money Magazine, Vol. 30 No. 1 Special Forecast Issue
How much will stocks return in the future? Even forecasts that don\'t pan out have lessons for investors.
http://money.cnn.com/best/magazine_archive/2001/01/FUN.html;
http://www.jasonzweig.com/uploads/1.01Expectations.pdf
Investing for retirement and income
06/06/2000: CNN
In this appearance on CNN’s “In the Money,” Jason recommends some mutual funds and strategies to improve retirement security.
http://www.cnn.com/TRANSCRIPTS/0006/05/itm.00.html
The case for boring bonds
02/17/2000: money.com
What good is 6% a year when you can make 6% an hour?
http://robots.cnnfn.com/2000/02/17/mailbag/mailbag/index.htm
Dumbed down too far
01/18/2000: money.com
Lifecycle funds offer instant diversification, but they have their drawbacks.
http://robots.cnnfn.com/2000/01/18/mailbag/mailbag/index.htm
“Expert Q&A”
08/01/1999: morningstar.com
In this online chat, Jason fields questions from Morningstar users about everything from stock-picking “systems” to index funds, how and why to use a broker, investing in corporate bankruptcies, saving for college, the fine points of bond funds, and the ethics of financial journalism. [Conversation 676: in the “Jump to #” box, enter 676]
http://socialize.morningstar.com/NewSocialize/asp/fullconv.asp
A Nasty 401(k) Surprise
01/01/2005: Money Magazine
If you hold most of your stocks inside a retirement plan, you could be handing Uncle Sam more than his fair share of taxes.
http://money.cnn.com/pr/subs/magazine_archive/2005/01/INT.html;
http://www.jasonzweig.com/uploads/1.05Tax401k.pdf
Scholar of the Boomers` Future
02/28/2007: Money Magazine
Olivia Mitchell has thought as deeply as anyone about this generation`s retirement. Her take: Tune out the most dire forecasts. You may be in for a pleasant surprise.
http://money.cnn.com/2007/01/30/magazines/moneymag/mitchell.moneymag/index....;
http://www.jasonzweig.com/uploads/3.07Mitchell.pdf
The Man Who Explained It All
06/01/2007: Money Magazine
Bill Sharpe`s pioneering theory on the interplay between investment risk and return won him a Nobel Prize. Now he wants to help you use his work to make better financial decisions.
http://money.cnn.com/2007/05/21/pf/sharpe.moneymag/index.htm;
http://www.jasonzweig.com/uploads/6.07Sharpe.pdf
Inside the Mind of the Older Investor
11/01/2007: Money Magazine
As the brain ages, it perceives risk differently. That can make you money -- or cost you a bundle.
http://www.jasonzweig.com/uploads/11.07Aging.pdf
Why Is It So Hard to Save?
03/01/2008: Money Magazine
New research in neuroeconomics explores how the investing brain sizes up the long-term future.
http://www.jasonzweig.com/uploads/3.08Brain&Time.pdf;
http://money.cnn.com/2008/02/29/pf/intelligent2_mar.moneymag/index.htm
Giving Your Portfolio a Year-End Face Lift
12/06/2008: The Wall Street Journal
Some ways to turn a market crash to your advantage.
http://online.wsj.com/article/SB122851603042483909.html
Tempest-Tossed? Take Some Control
03/04/2009: The Wall Street Journal
Instead of plunging in and out with both feet, take some baby steps.
http://online.wsj.com/article/SB123612913479324703.html
The Time to Tame Inflation is Before It Strikes
06/27/2009: The Wall Street Journal
Why Treasury Inflation Protected Securities still make sense.
http://online.wsj.com/article/SB124605287991763101.html
Why Do Investors Sit Tight in 401(k)?
09/05/2009: The Wall Street Journal
A look at sitting bulls: the 401(k) investors who buy stocks and then never sell.
http://online.wsj.com/article/SB125209938267387389.html
Reach for Stock Yield, and You Might Just Get Bitten
12/12/2009: The Wall Street Journal
The difference between fixed income and dividend income, and why it matters.
http://online.wsj.com/article/SB10001424052748704201404574590030886119694.h...
Another Can`t Miss Deal That Can Miss Spectacularly
07/24/2010: The Wall Street Journal
A look under the hood of `secondary-market income annuities.`
http://online.wsj.com/article/SB10001424052748704249004575385140963405252.h...
Downside Protection Has Its Downsides
09/04/2010: The Wall Street Journal
What your insurance agent might not tell you about equity-indexed annuities.
http://online.wsj.com/article/SB10001424052748703431604575468212487332270.h...
Inflation? Deflation? It`s All About `Meflation`
09/11/2010: The Wall Street Journal
Wall Street`s pundits and salepeople all want you to make a bet on either inflation or deflation. That forecasting game takes your eye off what really matters.
http://online.wsj.com/article/SB10001424052748704505804575483811411612060.h...
Granny and Clyde: When Seniors Scam Seniors
12/18/2010: The Wall Street Journal
A look at the disturbing incidence of elderly financial advisers ripping off elderly clients. With Mary Pilon.
http://online.wsj.com/article/SB10001424052748704098304576021600313140180.h...
Preferred Stock: Are Those Juicy Yields Worth the Extra Risk?
02/05/2011: The Wall Street Journal
The pursuit of high income has its pitfalls.
http://online.wsj.com/article/SB10001424052748704570104576124330896347642.h...
Meet `Future You.` Like What You See?
03/26/2011: The Wall Street Journal
New `virtual reality` techniques could help solve the age-old problem of saving for retirement.
http://online.wsj.com/article/SB10001424052748703410604576216663758990104.h...
What Price Smooth Sailing?
12/03/2011: The Wall Street Journal
A look at `stable-value` funds in retirement plans.
http://online.wsj.com/article/SB10001424052970204397704577074520504909852.h...
Banking on Yourself: Is It Ever OK to Raid Your 401(k)?
06/25/2011: The Wall Street Journal
Sometimes.
http://online.wsj.com/article/SB10001424052702304231204576405902730644780.h...
The Vulnerable Older Investor
11/10/2011: WSJ Online: Total Return blog
A new survey shows the alarming risks of fraud faced by aging investors.
http://blogs.wsj.com/totalreturn/2011/11/10/the-vulnerable-older-investor/
Are Individual Investors Fleeing Stocks? Nope
06/27/2012: WSJ Online: Total Return blog
A look beneath the headlines about small investors getting out of the stock market.
http://blogs.wsj.com/totalreturn/2012/06/27/are-individual-investors-fleein...
How to Save More for Retirement Without Really Trying
03/30/2013: The Wall Street Journal
To increase retirement savings, make saving for retirement automatic.
http://online.wsj.com/article/SB10001424127887323361804578390313278109482.h...
Efficient Frontier
Link to William J. Bernstein's "Efficient Frontier" online newsletter, where he serves up opinion that is, at one and the same time, both biting and mathematically rigorous, both challenging and fun to read. Full of righteous anger at the knaves and nincompoops who dish out most financial advice, Bernstein is an invigorating breath of fresh air.
http://www.efficientfrontier.com/
Bogle Financial Markets Research Center
This site, featuring John C. Bogle's speeches and research papers, enables you to keep up with the latest thinking of the founder of the Vanguard Group. Jack Bogle is probably the best friend the individual investor has ever had, and the materials archived here are rich with insights into how the money management business really works and how you can take control of your own financial destiny.
http://www.vanguard.com/bogle_site/bogle_home.html
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