Tag Archives: money matters

Column
October 11, 2017

Will power: let them know

By Kevin Theissen

According to a recent report, only 34 percent of American’s have a will, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.

Column
September 6, 2017

Estimating the cost of college

By Kevin Theissen

It doesn’t take a degree in finance to see that the cost of college continues to rise.

In its 2015 report, the College Board showed that public four-year institutions raised prices an average of 3.4 percent annually between the 2005-06 and 2015-16…

Column
August 31, 2017

Have you tried taco mode?

By Kevin Theissen

In March, the Harvard Business Review (HBR) offered some ideas about innovation in America. It’s a topic that deserves some attention as “recent data suggests that innovation is getting harder and the pace of growth is slowing down. A major challenge in…

Column
August 23, 2017

Your changing definition of risk in retirement

By Kevin Theissen

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past performance does not guarantee future…

Column
August 16, 2017

Monthly market insights, a reflection on July’s economy

By Kevin Theissen U.S. markets

The markets closed sharply higher for the month of July, fueled by strong corporate earnings, solid economic data and dovish comments by the Federal Reserve.

The Dow Jones Industrial Average gained 2.54 percent while the Standard & Poor’s 500 Index…

Column
August 2, 2017

Charts that matter

By Kevin Theissen

In early July, Financial Times (FT) published a story titled “Five markets charts that matter for investors.” Among the issues addressed in the charts were the bond market bear watch. The yield on 10-year German Bunds (Germany’s government bonds) reached an 18-month…

Column
July 27, 2017

Women and the retirement savings gap

By Kevin Theissen

America Saves, a national campaign that promotes savings, notes significant differences in savings between men and women. A survey showed that women displayed a greater interest in savings, but there was no greater savings effort or savings effectiveness compared to men. But just two years…

Column
July 20, 2017

The happiest countries in the world

By Kevin Theissen

If you live in Norway, Denmark, Iceland, Switzerland, or Finland, then you’re among the happiest people in the world. On the other hand, if you reside in Sierra Leone, Bulgaria, Egypt, Palestinian Territories, or Tunisia, you’re among the least happy, according to the…

Column
July 13, 2017

Monthly market insights for June 2017

By Kevin Theissen

U.S. Markets

The markets closed mixed for the month as investors grappled with oil prices, a volatile technology sector and news from central bankers.

The Dow Jones Industrial Average gained 1.62 percent while the Standard & Poor’s 500 Index added 0.48 percent….

Column
June 29, 2017

Is the U.S. government well run?

By Kevin Theissen

Stop rolling your eyes. The Economist reported Steve Ballmer, former head of a large tech company, has been working on a new project—completing Form 10-K for the United States of America. The project is called “USA Facts: Our nation, in numbers.”

If…