Stock Market Volatility Has Risen Sharply – So Be Careful

The Stock Market volatility has increased sharply over the last few months according to the report from Fidelity Investments Research Group. Download their report High Volatility Bad for Stocks and read it. I am writing this post because I am aware many Baby Boomers may be looking to trade the stock market in retirement. If […]

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Fixed Income and Collateralized Mortgage Obligations

Do you know what fixed income investments you have and what they are invested in? The Collateralized Mortgage Obligations which include sub-prime mortgages have not just disappeared. If you don’t know what happened here is a brief explanation courtesy of LawyersandSettlements.com from their article entitled “Retirement Fund Rip-Off“. The article was written in November 2007 […]

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Baby Boomers – Go wherever the good financial planners are

Good financial planners are hard to find. I define a good financial planner as one who is working to protect your nest egg in retirement and avoid large losses. They are people who actively manage your nest egg and know how important it is to preserve your capital so it can earn money for you […]

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Baby Boomers – What is a Good Stop Loss Percent to use?

I had an email the other day from Paul one of my subscribers. He asked, “What was a good Stop Lost Percentage to use? He went on to ask if I could provide more information that might help him. I thought I would answer his question using a post to my blog. However I need […]

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Baby Boomers – Free Report on What if You Retired in 2000?

It’s taken some time but I finally finished it. My FREE Report on “What if You Retired in 2000?” is my personal attempt to try and found out how a $1M nest egg would have performed under four different scenarios from 2000 to 2007. It taught me a lot about how money works in retirement. […]

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Baby Boomers – Use Stop Losses to Protect Your Nest Egg

I came across an article on the Motely Fool Web site that advocated against the use of stop losses. There is no doubt that in hindsight using stop losses did affect market returns from 2003 to mid 2007. But we cannot used hind-sight to make investment decisions especially in retirement. You can read the article […]

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Baby Boomers – Is this the Holy Grail for Retirement Income?

The Pension Research Council stated that Investment Advice is misleading and can be potentially harmful to investors. This is in their report “An Analysis of Investment Advice to Retirement Participants. They also talk about escalating annuities that protect us against large losses. Could this be the Holy Grail for Retirement Income? At last I have […]

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Should You Risk Your Retirement Nest Egg to Start a Business?

Many Baby Boomers intend to start a small business in retirement. According the a Merrill Lynch report called “The New Retirement Survey” about 13% of Baby Boomers intend to start their own small business. There are about 77 million Baby Boomers so that means approximately 10 million could start a small business in retirement. This […]

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