Investing in an Uncertain Economy for Dummies came out in October this year. The book is by Sheryl Garrett and the Garrett Planning Network, and I am proud to be a contributor. I wrote Chapter 37, Sort Through an Investment's Return. Wiley (the publisher) has now provided the electronic version … [Read more...]
Investment News quotes Jean
In an article on the performance of big mutual funds in the recent market downtown, Sue Asci writes about how 60% of the big mutual funds are under-performing the S&P 500 Index. I was quoted on how the under-performance is making investors more willing to consider an index strategy. See the … [Read more...]
Silver Lining in the Market Downturn
When you look at your retirement plan statement and it's down 30% or more from a couple months ago, it's hard to believe there might be a silver lining there somewhere. While the market downturn has created a tremendous amount of anxiety and it's caused a significant change in plans for some who … [Read more...]
2009 contribution limits announced
On October 16, 2008, the IRS issued news release IR-2008-118 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2009 include: Elective deferrals * The annual elective deferral limit for 401(k) plans, 403(b) plans, 457(b) plans, SAR-SEPs, and the … [Read more...]