Latest articles by Jonathan I. Shenkman, AIF®
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Are You Ready to Retire? Find Out With This 10-Item Checklist
It’s critical to consider these core aspects of a successful retirement, both financial- and lifestyle-related, before you walk away from your career.
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10 Strategies for Managing Financial Risk in Market Downturns
Now is a great time to reassess both the risk within your portfolio and your ability to deal with it. Managing financial risk can increase your odds of success.
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Where Rich Investors Go Wrong: Beware of the Country Club Portfolio
investing Oh, the bragging and inside tips you hear on the golf course (or business meeting or cruise ship or wherever wealthy people congregate). It sounds so exclusive, and the returns are exciting. But these hot strategies also could be beyond risky and all wrong for you!
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5 Ways to Make Sane Investments When Everyone Else Is Crazy
investing When grandmas and Uber drivers are boasting about profiting on Bitcoin and SPACs, don’t get sucked in to the hype. Here’s how to make sure your investments are based on reality.
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What to Do with a Windfall with Markets at All-Time Highs
investing All at once or a little at a time? Follow this road map to decide how – and when – to invest a large sum.
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8 Investing Lessons Learned from an Insane 2020
investing This crazy year has changed everything, but it’s also highlighted some classic investing lessons in new ways.
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5 All-Too-Common Financial ‘Sins’ … and How to Atone for Them
personal finance Yom Kippur teaches us the value of reflection, and that’s something that all investors and retirement savers could benefit from right now.
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The 7 Types of Financial Procrastinators: Which One Are You?
investing The pursuit of investment perfection drives far too many people into getting nothing done, and that comes at a cost.
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10 Timeless Investing Principles
retirement Investors and retirees looking for reassurance during challenging stock market times can take heart in these time-tested investing principles.
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Financial Planning for Another 'Lost Decade'
retirement Investors have gotten used to hot returns over the years. What happens if stocks are flat (or worse) for years to come? That's a scary thought for those near retirement, but luckily there are some things you have control over. Here are some steps to consider taking now.
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Investors' Worst Enemy in 2021 Could Be Their Own Brains
Investor Psychology Hindsight bias, recency bias and sunk cost fallacy are just three of several cognitive biases that investors need to overcome to achieve their financial objectives this year. To beat these biases, take your emotions out of the mix.
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Enjoy Your Latte and Retirement, Too
retirement Don't feel guilty if you treat yourself almost every day. It's not the little indulgences that will sink your retirement plans. It's the big things. Focus on the following big-ticket items, not your daily cappuccino.
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Should You Fear The Next Bear Market?
Markets That depends on whether you’re a young investor eager to grow your nest egg or a soon-to-be retiree anxious to protect it. If you're the latter, here's what you can do to help keep yourself safe.
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