A 6% Default Retirement Savings Rate Is Becoming the Standard—But Is It Enough?

Nov 19, 2024

In this issue:

• A 6% default retirement savings rate Is becoming the standard—but Is It enough?
• Bonds for the long-term: why a 60% stock/40% bond portfolio?
• Retirement calculator: why a 12% to 15% savings rate
• Top 15 employers with the highest employer match per employee
• Market overview: renewed inflation threats

Stocks for The Long Term: Why They Outperform Bonds

Nov 12, 2024

In this issue:

• Retirement savings: what Morningstar retirement model reveals 
• Stocks for the long-term: why they outperform bonds
• Investment arithmetic: investment calculator
• The billion-dollar employer contribution club
• Market overview: post-election stock rally, inflation …

When to Retire Matters—A Lot!

Nov 5, 2024

Retiring at the peak of a bull market or right after a bear market can significantly impact your retirement finances.