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The Chart Room

Why the ‘Rothification’ of 401(k)s Would Hurt Retirees

Writing for Knowledge@Wharton, Professor Olivia Mitchell,Wharton Professor of business economics and public policy, looks at a new proposal circulating in Washington for the taxation of 401k plans.  The idea being explored looks at using after-tax dollars for contributions, much like a Roth, rather than allowing the current structure where contributions are made with pre-tax dollars.  Is this a good idea?  Professor Mitchell explores this topic.

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Markets Have Three Virus Scenarios to Consider

As the health emergency of Covid-19 develops, Aaron Brown of Bloomberg.com looks at how this illness and its impact on the world economy could effect investment portfolios.

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Plan for Long-Term Care

Is long-term care (LTC) insurance a good investment? Writing for AARP The Magazine, Suze Orman looks at the pros and cons of obtaining LTC Insurance.

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Do We Face a Retirement Crisis?

Writing for Advisor Perspectives, Joe Tomlinson looks at the current state of retirement spending. What are the trends? What spending and saving habits are considered in retirement planning?

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How Do Expenses Change in Retirement?

Morningstar contributor Christine Benz takes a look at spending trends of retirees in this recent article. In the article she looks at how individuals can determine when they are ready to retire – what she defines as retirement readiness.

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Bloomberg Update on the Fiduciary Rule

As defined by Investopedia.com, the Fiduciary Rule states that financial advisors must act in the best interest of their clients and put the interests of their clients ahead of their own.  This rule, issued in 2016 by the Department of Labor, has come under review.  Bloomberg’s recent article on the topic written by Katherine Chiglinsky outlines the history, importance and current state of the Fiduciary Rule.

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Some Women Attain an Enviable Status: 401(k) Millionaire

Writing for the New York Times, Tara Siegel Bernard looks at the rise of women 401k millionaires. The articles looks at recent trends that explain the success of more women reaching this financial goal.

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Helping Women Over 50 Face Their Financial Fears

This recent article written by Abby Ellin for the New York Times looks at resources available to help women manage their resources and plan for the future. The article highlights seminars and lectures that guide women in advocating for their financial health and their family’s affairs.

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You’ll Probably Live to Be 100. Here’s How You Need to Prepare For It

On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

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It’s Time to Ignore Advice About Which Stocks to Buy in 2017

Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

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