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Tag: Retirement

Factor Investing for Retirement with DFA's Mathieu Pellerin
2 years ago
Factor Investing for Retirement with DFA's Mathieu Pellerin

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…

Using Variable Withdrawal Rate Strategies in Retirement
2 years ago
Using Variable Withdrawal Rate Strategies in Retirement

Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…

Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
2 years ago
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…

Understanding the 4% Rule and Safe Withdrawal Rates
2 years ago
Understanding the 4% Rule and Safe Withdrawal Rates

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…

Retirement Planning in Your Prime Earning Years
2 years ago
Retirement Planning in Your Prime Earning Years

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…

Take These Small Steps To Boost Your Retirement Savings
2 years ago
Take These Small Steps To Boost Your Retirement Savings

As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…

Investors Say They Need $3 Million To Retire
2 years ago
Investors Say They Need $3 Million To Retire

According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to…

Advice From A Pro On How To Fix America’s Retirement Crisis
3 years ago
Advice From A Pro On How To Fix America’s Retirement Crisis

In an interview with Barron’s, TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly…

What We Can Learn From People Who Hate Retirement
3 years ago
What We Can Learn From People Who Hate Retirement

Many people dream about retirement during their 30 or 40 years in the workforce, but what happens when that dream falls short in reality? That’s a question posed in an…

A Stock Market Decline Shouldn’t Ruin Your Retirement
3 years ago
A Stock Market Decline Shouldn’t Ruin Your Retirement

If you’ve been socking money away in a 401(k) or IRA for years, the last thing you want just before you venture into retirement is a stock market downturn. Underperformance…

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Recent Original Research
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
August 22, 2025
Ten Top Peter Lynch Stocks
Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
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