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Rebuilding Your Wealth: Why Investors Do What They Do
Part One - Loss Aversion | Part Two - Narrow Framing
Part Three - Anchoring | Part Four - Mental Accounting | Part Five - Diversification
Part Six - Herding

More on
Rebuilding Your Wealth

Special Report 06.30.09: Seeing But Not Seeing - What's in Your Mutual Fund?

Special Report 06.29.09: Will We Ever Learn?

Special Report 06.26.09: Trash Talking Target Dated Mutual Funds

Special Report 06.23.09: What's Hot - Emerging Markets

Special Report 06.19.09: Deep End of a Dark Pool

Special Report 06.10.09: A Target-Dated Mutual Fund Critic Makes His Case

Special Report 06.09.09: Retiring with a Plan - Is the Roth 401(k) Conversion Worth Trying?

Special Report 06.07.09: Retiring on Time: The 401(k) Accumulation Problem

Special Report 06.05.09: Mandatory is Not an Option

Special Report 06.04.09: Why do People Trash Talk Mutual Funds?

Special Report 06.03.09: Mutual Fund Fees: Value When Needed the Most

Special Report 05.30.09: Mutual Funds vs Stocks: Better Cheaper, Easier?

Special Report 05.27.09: Mutual Funds - Blind Ambition

Special Report 05.22.09: Do You See What I See (in you 401K)?

Special Report 05.21.09: Bond Funds make PIPP-ing Noise

Special Report 05.18.09: What Those Financial Planners are Planning

Special Report 05.17.09: The Curious Case of (Index Fund) Fees

Special Report 05.14.09:The Social Security Solution

Special Report 05.11.09: Just in Time. A Stern Warning from the SEC

Special Report 05.10.09: Do You Know Where Your Mother's, Wife's, Daughter's Retirement Plan Is?

Special Report 05.06.09: The Alternate Investing Universe

Special Report 05.05.09: Retirement Planning: Close but Not Quite Close Enough

Special Report 05.04.09: Sidestepping Risk as Bond Funds Offer More of Less

Special Report 04.29.09: Retirement Planning: Bouncing Back

Special Report 04.27.09:Double Inverse Whatchamacallit - a New ETF

Special Report 04.21.09: Retirement Planning: The Health Insurance Component

Special Report 04.14.09: A Road Bump in Your Retirement Plan

Special Report 04.10.09: Risk in Municipal Bonds

Special Report 04.06.09:Conservative Investments: Have we gone too far?

Special Report 04.02.09: Embracing Mediocrity

Special Report 03.30.09: The Doubling Effect: Health Care in Retirement

Special Report 03.26.09: Mutual Fund Fees in 2009

Special Report 03.25.09: Perhaps Not So Bad... But Then Again

Special Report 03.22.09: Second Guessing Your Mutual Fund

Special Report 03.18.09: The Proof is in the Fund

Special Report 03.17.09: Not all Pain and Suffering

Special Report 03.16.09: Averaging Your Investments

Special Report 03.12.09: Confusing Saving with Investing

Special Report 03.08.09: The Mutual Fund Manager's Delimma, a commentary

Special Report 03.04.09: Target Dated Funds Miss

Special Report 03.02.09: Retirement Planning from an Insurance Company?

Special Report 02.27.09: Are we at an Economic Standstill?

Special Report 02.24.09: Redefining Conservative

Special Report 02.23.09: Embracing Zero Risk Bias

Special Report 02.20.09: Retiring at Different Times

Special Report 02.17.09: Separate Retirements but the Same Plan

Special Report 02.11.09: When Your Company No Longer Matches

Special Report 02.06.09: The Perfectly Engineered Retirement Plan

Special Report 02.04.09: What happens to Your Retirement Plan when You Change (or lose a) Job?

Special Report 02.02.09: Explaining the 401(k) Rules for Withdrawal

Special Report 01.29.09: How responsible is your 401(k) fiduciary?
Justifying Fees, Part One | Part Two

Special Report 01.25.09: Is bankruptcy right for you?

Special Report 01.21.09: Old Thinking was Not the Problem

Special Report 01.19.09: Are there lessons to be learned? Can we admit we were wrong?

Special Report 01.14.09: Do women need a different retirement plan?

Special Report 01.12.09: A Chance to Redefine Our Futures

Special Report 01.06.09: Roth 401(k)s and Future Taxes

Special Report 01.05.09: When it comes to Retirement Planning:No shortage of Tips for 2009

Special Report 01.01.09: Our 2009 Financial Outlook: An Even Tempered Reconciliation

Special Report 12.29.08: Is it time to look at credit counseling?
If so, how do you pick a credit counselor?

Special Report 12.19.08: Time for a fixed rate mortgages?

Special Report 12.18.09: Buying a mortgage from a broker or a bank?

Special Report 12.12.08: Can Inflation help Your Taxes?

Special Report 12.11.08: The Pension Paradox: A Commentary

Special Report 12.01.08: The 4% Retirement Withdrawal Rule.

Special Report 11.21.08: Can My Mutual Fund Fail?

Special Report 11.20.08: Flotsam Economics A Commentary

Special Report 11.19.08: ScatterShot Solutions, A Commentary

Special Report 11.11.08: A Not-so-Fond Farewell, A Commentary

Special Report 11.06.08: No More Fine Print

Special Report 10.28.08: A Tight Labor Market Ahead!

Special Report 10.23.08: The Pain of Investing

Special Report 10.20.08:The Elections and Asset Allocation

Special Report: 10.18.08: Three Questions for the Finance Guy - Paul Petillo

Special Report 10.15.08: So many redemptions... Was it wise? We don't think so.

Special Report 10.13.08: After the Meeting: Pledges, Plans and Vows

Special Report 10.12.08: FICO, Your Credit Scores and your Debt History

Special Report 10.11.08: Over fifteen months, as of June 30th, we are down $2 trillion in retirement savings.

Special Report 10.09.08: What are the warning signs you are in a financial crisis?

Special Report 10.03.08:Retirement Planning: The Top Three Lessons to be Learned post-Bailout

Special Report 09.30.08: Retirement Planning: Your Retirement Plan;Your Time Frame; Your Elected Officials

 

Retirement Planning and Personal Finance: News You Can Use
Calculators:
Retirement Planning | 401(k) Planner
Risk Measure

"Mutual Funds for the Utterly Confused" (McGraw-HIll, December 2008)
Mutual Funds for the Utterly Confused Retirement Planning for the Utterly Confused

"This is an all-inclusive retirement disaster." But believe it or not, there is hope for your retirement.

So, how exactly does greed and your retirement plan work?

Are you asking: What now retirement plan?

Do women need a different retirement plan?

When it comes to retirement planning, are annuities a New Idea?

Retirement Planning: Big Business Style

Thinking about borrowing from your retirement plan?
Think again.
Thinking about borrowing from your retirement plan using a debit card?
Think twice.

Working After Retirement?

Personal Finance Channel

New Social Security Calculator:
How much will you get?

Understanding Risk in 2009
Active Trading Risks | Counter Party Risk | Derivative Risks | Foreign Investment Risk | Growth Investment Risks | Issuer and Leverage Risks | Management Risks | Market Risks | Regulatory Risks | More on Leverage Risk | Sector Risks

How well do you know your finances?
Part One
Part Two
Part Three

Commentary:
Cartoon Laws Six Tax Tips for 2008
Our Tax Page is back! Complete with federal and state links, forms and publications.

Small Fixes for a Big Problem
The answer: Fix the Margins

Find the best term life insurance online.

Your Retirement; Your Business Plan: Part One: The Individual 401(k)
Part Two: The SEP-IRA
Part Three: The SIMPLEs and the UNI-DB

Five Questions for the Finance GuyOur Personal finance editor answers some important questions about how to get where you are going.


Investing
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Investor Channel

New Our Mutual Fund Blog!

New Tool for BlueCollarDollar Investors
A Stock/Fund Screener

Can Your Fund Fail?

Risky Business

What kind of investor are you?
Take the Test

Our Retirement Planning Blog

Some thoughts on Social Security

Investing for the Utterly Confused by Paul Petillo

Bonds

We all know what optimal portfolio performance is. Right? No?

Work the Numbers on our new 20 in 1 mortgage calculator.

Plan on Working in Retirement

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Did you know that the IRS keeps Statistics on your income? Here's how to avoid an IRS audit

Your Home:
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In the News:
Freddie Mac and Fannie Mae

Real Estate/Mortgage Channel

Are you one of numerous taxpayers who might pay the alternative minimum tax? Included on this page are downloadable forms for special tax situations. Updated for 2008



Recent graduate? Retiring early?
Health Insurance Challenges
Commentary: Universal Health Care can work. But it might need a Medical Army

Retirement Planning: Actuarially Speaking It is all in the numbers.
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