Harold Evenskyis a Certified Financial Planner, an Accredited Investment Fiduciaryand president of Evensky & Katz, a fee-only financial planning firm. He is also an author, editor, and engineer... (wikipedia)
Last year people said it was a 'new era,' ... If anything, the 'new era' is dead.
I always say, it depends if they want to eat well or sleep well,
When they're not likely to live more than five years, you've got to question whether they need to be in stocks.
People have historically benefited from a couple of different types of immediate annuities.
We don't think about it; we just do it.
There is nothing in the tax bill that requires an immediate response.
The special-needs cases are more tragic in some ways, but they can be simpler conceptually, ... Because it's more black and white. But the ones that are gray are where you have disparate incomes.
You shouldn't count on your home's value for financial planning purposes.
They were between a rock and a hard place. They ran out of money.
I'm not surprised by the turnaround. I was only surprised that large caps beat everything else for so long.
If you're 60, you have a life expectancy of 25 years, so you need to invest for a long time,