When Should You Take Your Social Security Benefits?

Determining when to start receiving Social Security benefits can present a dilemma: Should you wait and receive higher annual benefits, or would you be better off receiving smaller payouts over a longer period?

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Inflation Plus 5%: Still a Reasonable Goal?

Many US endowments and foundations plan to give 5% of assets annually, while seeking to preserve the inflation-adjusted value of their assets. That’s become a very challenging goal.

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How to Diversify When Markets Are Highly Correlated

With economic and political developments driving big gyrations in equity markets, at first blush it seems that all stocks are moving together and diversification benefits have diminished. But as my colleague Andrew Chin explained in a recent article, spreading exposures across the spectrum of equity risk and return factors is now more important than ever. 

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Looking for a Haven from Stormy Markets?

It’s easy to understand why investors are seeking a safe haven now. The 2008 financial crisis is still a fresh memory, and the global economic recovery appears to be losing steam. Meanwhile, politicians in both Europe and the US cannot decide how to address their pressing problems. Every bad piece of news seems to push [...]

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