Latest articles by John Riley, AIF
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Fiduciary Rule Struck Down But Plan Sponsors Not Off the Hook
retirement Despite a circuit court ruling that essentially (at least for now) nullifies the Department of Labor's consumer protections, retirement plan sponsors still need to do the right thing … or else. And consumers need to keep an eye out.
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5 Things to Do in a Bear Market
investing No one knows when we're headed for an official bear market (you can only learn that in hindsight, unfortunately), so here's what investors should do today, no matter what's happening on Wall Street.
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Extreme Loss Aversion is Not a Retirement Strategy
Financial Planning If you quake at the thought of losing money in the stock market, you might not be thinking about investing in the right way, and left unchecked, the fear could crumble your retirement plans.
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Be Honest With Yourself About Your Retirement Savings
retirement You can’t make your money last unless you are truthful about how much you are going to spend.
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When Two Policies Collide — What Should 401(k) Plan Sponsors Do About Retirees?
retirement When retirees leave their money in their old company’s 401(k), it can increase costs and liabilities for the plan. So what should be done? Education on the benefits of IRA rollovers would be a good start.
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5 Things Every 401(k) Plan Sponsor Should Do to Avoid Litigation
business Business owners are the ones ultimately held responsible for their plans. Their top two allies: preparation and documentation.
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Don't Expect the Fed to Protect Your Portfolio
Markets Near-zero interest rates, high market valuations and monetary policy could make for an explosive brew. I'm counseling my clients to be prepared.
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My Real World Rules for Investing
Investor Psychology After 30 years of industry experience, this financial adviser has seen eight issues consistently plague investors.
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4 Election Year Myths About Investing
Politics Instead of paying attention to all the campaign hoopla, focus on protecting your portfolio in these uncertain times.
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4 Simple Charts that Make Me Worry About the Market
Markets Plus, four steps you can take to protect your portfolio.
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6 Reasons I'm Worried Derivatives Could Take Down the Economy Again
investing Savers and investors should be concerned that another round of bank failures could happen anew.
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What the U.S. Dollar Can Tell Investors About Oil Prices
investing Watch the Fed and U.S. dollar to figure out if and when oil may bottom and start to recover.
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What Trump and the Other Presidential Candidates Are Not Talking About
Politics While our politicians ignore our huge economic problems, investors should brace themselves for the fallout.
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Do Not Expect the Stock Growth of Recent Years to Continue
investing What drove the incredible returns that stocks posted from the end of 2008 through September 2015? Nothing real.
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How to Prepare Your Bond Portfolio for Rising Rates
investing The Fed has held rates artificially low for years. Bond investors need to prepare for their inevitable rise.
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8 Strategies to Survive a Bear Market
Markets Seven of these strategies are worth considering. The eighth is risky if you really think we are headed into a long-term swoon.
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I See a Major Stock Market Decline Ahead
Markets Do not buy the hype that the market is fairly valued or undervalued. You can see for yourself in the charts below.
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5 Questions to Get You Through the Market Decline
Markets Right now, the best thing you can do is re-examine why you are investing, and be patient.
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