Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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Column

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 […]

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