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

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

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

Stocks for The Long Term: Why They Outperform Bonds

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 …
MyPlanIQ Monthly Portfolio Update

MyPlanIQ Monthly Portfolio Update

We explain our premium portfolios and discuss their holdings. We further discuss several funds that are related to our portfolios. Current economic and financial conditions are also discussed.

When to Retire Matters—A Lot!

When to Retire Matters—A Lot!

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