All Things #Retirement - Editor, Retirement Weekly; Columnist/Contributor, MarketWatch, Wall Street Journal & USA TODAY; Adj Prof., Boston Univ.; Public speaker

Investments for retirement

marketwatch.com — By The Vanguard Group has launched a passively managed municipal bond fund available to investors through shares of mutual funds or exchange-traded funds. The Vanguard Tax-Exempt Bond Index Fund is linked to the Standard & Poor's National AMT-Free Municipal Bond Index.

Retirement news: The week in review

marketwatch.com — By Newell Rubbermaid Inc. intends to offer approximately 3,300 former employees who have deferred vested benefits under the company's defined benefit (DB) pension plan a one-time election to receive a lump-sum distribution of the present value of their benefits by the end of 2015.

Retirement research worth reading

marketwatch.com — By From the National Bureau of Economic Research: The Impact of Social Security Income on Cognitive Function at Older Ages, and: U.S. Centers for Medicare and Medicaid Services: Final Scope of Benefit NCD: Speech Generating Devices U.S.

Don’t panic, don’t sell - plan

marketwatch.com — By Stocks go up, stocks down. And stocks are volatile - in the short and the long run. That, my friends, is the long and short of it. But just because stocks go up and down, and sometimes down quite rapidly and seemingly unexpectedly, doesn't mean you have to act like a novice or even average investor who sells at the bottom and buys at the top.
Aug 26, 2015

Stay the course if your investments are on the course you plotted. via marketwatch on.mktw.net/1EjQcs4 pic.twitter.com/O1gdjvcxcm

Aug 27, 2015

Rebalance if your investment plan calls for it. Otherwise, stick to your plan. Don't have a plan? Don't panic; plan on.mktw.net/1EjQcs4

Aug 27, 2015

Stick to your plan, adjust your plan — or get a plan. on.mktw.net/1EjQcs4

Understanding the Social Security family maximum

marketwatch.com — By Social Security's family maximum rules limit the total benefits payable to a beneficiary's family. And the rules for calculating family maximum benefits are complicated, according to the authors of a report just published at Social Security Bulletin.

Investments for retirement

marketwatch.com — By Deutsche Asset & Wealth Management has brought six international exchange-traded funds with currency hedging to NYSE Arca. The Deutsche X-trackers MSCI EAFE Small Cap Hedged Equity ETF, the Deutsche X-trackers MSCI Australia Hedged Equity ETF, the Deutsche X-trackers MSCI Southern Europe Hedged Equity ETF, the Deutsche X-trackers MSCI Italy Hedged Equity ETF and the Deutsche X-trackers MSCI Spain Hedged Equity ETF track MSCI indexes, while the Deutsche X-trackers Japan JPX-Nikkei 400 Hedged Equity ETF is linked to a Nikkei index.

Retirement news: The week in review

marketwatch.com — By The trial date has been set for the long-pending 401(k) excessive fee case, Spano v. Boeing. What issues does the case present, and could it be affected by a recent U.S. Supreme Court Decision? ( Plansponsor) In 2014, the average expense ratio for equity mutual funds offered in the U.S.

Retirement news: The week in review

marketwatch.com — By TIAA-CREF launched the TIAA-CREF Short-Term Bond Index Fund, a passively managed, short-duration fixed income mutual fund. In addition, the company has launched the TIAA-CREF Social Choice International Equity Fund and TIAA-CREF Social Choice Low Carbon Equity Fund, mutual funds that incorporate environmental, social and governance criteria as part of their security selection process.

What happens to my 401(k) when my company gets bought?

marketwatch.com — By Question: When a company is sold to another and the employees are transitioned to the new company, do the retirement funds (401(k)) now come under the definition of "distributable" funds or must they rollover to the new plan? -K.C. Answer: It depends, said Denise Appleby, the CEO of RetirementDictionary.com.
Aug 16, 2015

What happens to my 401(k) when my company gets bought? #RetirementWeekly via @marketwatch on.mktw.net/1KnyL6B

Investments for retirement

marketwatch.com — By Newfleet Asset Management has brought to NYSE Arca an exchange-traded fund investing in bonds that has broad flexibility to respond to changes in the fixed-income market. The actively managed Newfleet Multi-Sector Unconstrained Bond ETF aims to deliver high current income and capital appreciation.
More Articles →
Aug 28, 2015

Where every Fed member stands on raising interest rates on.mktw.net/1N07NZ0

Aug 28, 2015

RT @MoneyLifeShow: Great @MoneyLifeShow 2day: @TomLydon of @ETFTrends, Patrick O'Hare of @Briefingcom, @RJPIII & Michael Ball of Weathersto…

Aug 27, 2015

Stick to your plan, adjust your plan — or get a plan. on.mktw.net/1EjQcs4

Aug 27, 2015

Rebalance if your investment plan calls for it. Otherwise, stick to your plan. Don't have a plan? Don't panic; plan on.mktw.net/1EjQcs4

Aug 26, 2015

Stay the course if your investments are on the course you plotted. via marketwatch on.mktw.net/1EjQcs4 pic.twitter.com/O1gdjvcxcm

Aug 26, 2015

Biggest mistakes people make when buying their #retirement dream home on.mktw.net/1J8fi9a


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