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The Chart Room

Zen and the Art of 401(k) Maintenance

How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

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Patience Is the Secret to Wealth and Health, Economists Suggest in a New Study

According to Adam Creighton of the Wall Street Journal, patience may be the key to staying healthy, wealthy and wise.

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When Not Paying Attention Pays Off

Writing for the New York Times, John List examines healthy habits of long-term investors. If you have a long investing horizon, your best strategy may not be to over-analyze those monthly statements.

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How Much of Your Nest Egg to Put Into Stocks? All of It

Writing for the New York Times, David Levine looks at the logistics of a portfolio invested 100% in stocks.

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Why the Fed Raised Interest Rates—and What it Means for You

Money Magazine details how the rate increase will impact Bond Investors, Savers and Borrowers in this article.

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Can Uncertainty Be a Good Thing for Investors?

Uncertainty in the marketplace can be both good and bad. Knowledge@Wharton recently spoke with Wharton finance professor, Amir Yaron to explore this topic. Yaron recently co-authored a study entitled “Good and Bad Uncertainty: Macroeconomic and Financial Market Implications” along with fellow professor Ivan Shaliastovich and Gill Segal.

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Unless You Are Spock, Irrelevant Things Matter in Economic Behavior

Richard Thaler of the University of Chicago’s Booth School of Business explores behavioral economics in this recent article published by the New York Times. In particular, he looks at retirement savings and how behavioral economics can be used to encourage people to save more.

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New Math for Retirees and the 4% Withdrawal Rule

Writing for the New York Times, Tara Siegel Bernard provide us with the history of the 4% retirement spending rule, how it came to be, and its relevance today.

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