Retirement columnist for Reuters, Morningstar and WealthManagement.com; author of The Hard Times Guide to Retirement Security.

See: http://retirementrevised.com/about

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What was your first job as a journalist?

Midwest reporter for Beverage Industry - a trade magazine covering soft drinks, beer and wine.

Have you ever used a typewriter?

Yep.

Who's your favorite fictional journalist?

Raoul Duke.

Coca-Cola and PepsiCo Highlight Progress For World Water Week

brandchannel.com — Mass-producing soda means using fresh, clean water. Coca-Cola committed itself nine years ago to replenish the water that it used in the making of its massive catalog of beverages, and today announced that it has met its target.

Heed the warning label on mutual funds - passive is better

wixx.com — By Mark Miller CHICAGO (Reuters) - The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it. But when it comes to actively managed mutual funds, that warning should perhaps be updated to: "Strong performance a...

Heed the warning label on mutual funds - passive is better

finance.yahoo.com — The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it. Such a caveat would simply reflect what the data tells us about actively managed funds, which are managed

Heed the warning label on mutual funds - passive is better

reuters.com — CHICAGO The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it. But when it comes to actively managed mutual funds, that warning should perhaps be updated to: "Strong performance almost certainly guarantees worse performance in the future."

Passive Is Better

fa-mag.com — The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it. But when it comes to actively managed mutual funds, that warning should perhaps be updated to: "Strong performance almost certainly guarantees worse performance in the future."

Heed The Warning Label on Mutual Funds

wealthmanagement.com — (The writer is a Reuters columnist. The opinions expressed are his own.) CHICAGO, Aug 25 (Reuters) - The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it.

COLUMN-Heed the warning label on mutual funds - passive is better

reuters.com — (The writer is a Reuters columnist. The opinions expressed are his own.) By Mark Miller CHICAGO Aug 25 The warning is posted in fine print at the bottom of all mutual fund advertisements: "Past performance does not guarantee future results." The U.S. Securities and Exchange Commission requires it.

Managing Career Assets

wealthmanagement.com — Photo by Kevin J. Miyazaki There's nothing more basic to a retirement plan than your client's career-income from work makes everything else possible. Many financial planners recognize that truth, at least in theory. But most haven't taken the next logical step, argues Michael Haubrich, founder and president of Financial Service Group, a fee-only planning firm based in Milwaukee.

Legal Watch: Crocs Croslite Claims Draws Antitrust Suit

brandchannel.com — Crocs has long been Top Clog in its narrow category of molded foam footwear. One competitor, USA Dawgs, Inc. and its distributor, Double Diamond Distribution, are none too happy about that. A lawsuit filed by Dawgs alleges that Crocs has used unfair tactics to monopolize the industry.

Column: Social Security texting snafu underscores customer service woes

reuters.com — CHICAGO (The writer is a Reuters columnist. The opinions expressed are his own.) Now is the summer of our discontent with Social Security's customer service - and fall and winter could be worse. The Social Security Administration (SSA) stumbled this month when it added a mandatory extra layer of website log-on security requiring customers to receive a code via text message.
More Articles →
Aug 29, 2016

U.S. military prepares for shift to hybrid retirement system - part defined benefit, part 401(k) @MorningstarInc  https://www.morningstar.com/ 

Aug 18, 2016

Looking to interview folks who rewrote retirement math to make the plan add up - re-work costs, work longer, accelerate savings etc. DM me.

Aug 18, 2016

RT @PennyWriter: Why Social Security's short-lived texting requirement was a total flop @RetireRevised  http://money.us/2b1PeD3  service problems remain

Aug 18, 2016

Social Security texting snafu underscores customer service woes driven by budget cuts  http://reut.rs/2bhpDsA  via @ReutersMoney

Aug 16, 2016

California lawmakers expected to enact Secure Choice pension reform next week.  http://nyti.ms/2aQlJsm 


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