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The Chart Room

For Millennials, Adulthood Now Defined by Financial Freedom

Writing for Reuters, Bobbi Rebell examines the financial goals of the Millennial generation. What type of financial education is available to this generation to prepare them for the “real world?”

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Do Your Investments Actually Help You Reach Your Goals?

Certified Financial Planner, Carl Richards, contributes a weekly blog to the New York Times. Famous for his napkin drawings, he provides insight into the field of behavioral finance. Recently, he looked at the importance of matching investment strategy to personal goals.

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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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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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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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