Submitted by Colburn Wealth Management, LLC on March 15th, 2015
In retirement planning, one of the largest factors is the long-term effect of inflation. Though there are some items, such as electronics, that often stay the same price or even get cheaper over time, most products we use on a day to day basis become more expensive. In the slower growth economic environment we currently find ourselves in, inflation has been running a bit lower
Submitted by Colburn Wealth Management, LLC on March 9th, 2015
Baby boomers realize that their retirements may not unfold like those of their parents. New survey data from The Pew Charitable Trusts highlights how perceptions of retirement have changed for this generation.
Submitted by Colburn Wealth Management, LLC on March 2nd, 2015
How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more about putting money’s importance to our daily lives in the correct context.
Submitted by Colburn Wealth Management, LLC on February 23rd, 2015
“You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts?
Submitted by Colburn Wealth Management, LLC on February 16th, 2015
A new study asserts that women feel uncomfortable discussing financial matters. The latest Money FIT Study from Fidelity Investments is generating some conversation within the financial industry.
Submitted by Colburn Wealth Management, LLC on February 10th, 2015
Looking at where investor money is going may provide useful insight into what’s happening in a financial market. The image below illustrates annual flows for U.S. open-end mutual funds, divided by category: U.S. equity funds, international equity funds, and bond funds.
Submitted by Colburn Wealth Management, LLC on February 2nd, 2015
Some investors make the mistake of treating a mutual fund's share price the way they would a stock's share price, but they're actually quite different. When considering two mutual funds of comparable quality, choosing the one with the cheapest share price may not be the best way to go.
Submitted by Colburn Wealth Management, LLC on January 26th, 2015
Submitted by Colburn Wealth Management, LLC on January 19th, 2015
Submitted by Colburn Wealth Management, LLC on January 12th, 2015
Bond investors have been worried about a rise in interest rates for years now, pretty much ever since the Fed lowered rates in response to the 2008–09 financial crisis. Any rise in rates hurts the value of existing bonds (on the contrary, a drop in rates helps it), and rates have been hovering near historic lows for quite a while.
