News & Articles


  • Saving for Retirement: The No Discipline Approach
    Posted: 8/18/2010
    This article from Fidelity.com discusses how difficult it can be to save for retirement even with a substantial salary. The key is to take the discipline out of it and make it automatic.
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  • August 2010 Newsletter
    Posted: 8/1/2010
    The Importance of Long-Term Discipline: Real Portfolio Growth is Built on Stock Returns
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  • Managers vs. Markets
    Posted: 7/19/2010
    Proponents of active management believe that skilled managers can outperform the financial markets through security selection, market timing, and other efforts based on prediction. While the promise of above-market returns is alluring, investors must face the reality that as a group, US-based active managers do not consistently deliver on this promise, according to research provided by Standard & Poor?s.
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  • Paying for College? Don't Flunk Retirement
    Posted: 5/24/2010
    Here is an article from Fidelity.com about the pitfalls of using your 401k or IRA to pay for college.
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  • Top 10 Surpises of 2009
    Posted: 1/12/2010
    In a year of mostly pleasant surprises, investors found relief following a disastrous 2008. The following is the MARE group's list (in no particular order) of the most surprising developments of in the financial markets in 2009. This article originally appeared on Fidelity.com.
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  • Previous Newsletters
    Posted: 1/1/2010
    See the current newsletter plus view newsletters from the previous months.
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  • 10 Tips to Getting Out of Debt
    Posted: 12/21/2009
    For some, job layoffs and unforeseen external factors have loaded them up with debt. For most, however, debt is the result of extraneous spending, poor money management, or both.

    Here are ten tips to getting out of debt. Some are easier to follow than others, but all are designed to help alleviate the problem.
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  • Academics Lead the Way
    Posted: 11/18/2009
    Financial economists lead the way in understanding risk and return in securities markets. An innovative approach to provide feedback and discussion of real world application and economic theory provide a strategy for investment success.
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  • Save Your Way to a Dream Retirement
    Posted: 11/9/2009
    If the current financial crisis has taught us anything, it?s that most of us are simply not saving enough. During the boom years of the ?80s and ?90s, Americans somehow acquired the mindset that we could borrow and spend our way to prosperity. It?s become painfully clear, however, that such an approach is irresponsible and dangerous.
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  • The Research and Innovation behind Your Investment Portfolios
    Posted: 11/2/2009
    Dimensional Funds is always researching tomorrow?s solutions today. Their research explores every aspect of dynamic real-world markets, including portfolio architecture, trading methodology, and tax management which work together to invest your money as efficiently as possible.
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  • Saving Enough: Here's a Way to Do It Right
    Posted: 10/2/2009
    Government data show that in the face of the financial crisis, we have reduced our debt, cut our spending and, by one measure, boosted personal savings to the highest level this decade.
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  • Downsize Your Home to Downsize Expenses
    Posted: 4/28/2009
    By: Lisa Smith

    Downsizing your home is most commonly associated with empty-nesters and retirees looking for smaller spaces after the kids have moved out, but it's also becoming a more popular move for a growing number of hard-working, money-smart homeowners. It's also a move that makes a lot of financial sense.
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  • Top 6 Most Common Financial Mistakes
    Posted: 4/21/2009
    In 2007, the U.S. household savings rate fell below 1%, but other countries had considerably higher rates of personal savings. For example, the Netherlands, Italy, Norway, Germany, and France personal savings rates average 10% or more according, to the OECD Factbook 2005. Clearly it is possible to enjoy a high standard of living without financing it with debt. Countries in Asia boast savings rates of as much as 30%! So what are the mistakes that are stopping us from stashing our money away?
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  • Health Care Costs
    Posted: 3/13/2009
    Here's an article from a recent Fidelity Investments publication discussing the challenges of ever-increasing health care costs.
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  • Retirement for the 20-something saver
    Posted: 2/27/2009
    A Q& A by Walter Updgrave that addresses the needs and questions of a 27 year old trying to plan for retirement.
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