Blog Archives

On the Radio with Roger Wohlner

Posted on January 24, 2012 by petillo — No Comments ↓

Helping us sort through the complexity of investing, we are joined on Financial Impact Factor Radio with Paul Petillo, Dave Kittredge and Dave Ng by Roger Wohlner of US News and World Report and CFP to discuss among other things, target date funds, what kind of an investment they are and who is best suited to use them.

Tagged with: 401(k) strategies, asset allocation, Dave Kittredge, Dave Ng, Financial Impact Factor Radio, index funds, indexing, investing, mutual funds, Paul Petillo, retire plan, retirement, roger wohlner, target date funds
Posted in 401k, financial impact factor radio, financial planning, index funds, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, target date funds

On Investing: Is Set-it-and-Forget-it a Strategy?

Posted on January 17, 2012 by petillo — No Comments ↓

We have had numerous experts on the show who have suggested that indexing and using ETFs to index the marketplace is hands down the best way to approach the world of investing. In most instances, we view these types of investments as set-them-and-forget them. They offer a simple way to track the marketplace but also provide just enough confusion that using them as the whole of your retirement plan is now consider not only smart but at the same time suggest that it is foolish to construct a portfolio otherwise.

Tagged with: 401ks, dollar cost averaging, ETFs, Financial Impact Factor Radio, index investing, investment strategies, mutual funds, Paul Petillo, set-it-and-forget-it
Posted in 401k, ETFs, exchange traded funds, financial impact factor radio, financial planning, index funds, IRA, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, risk

On the Radio with Larry Swedroe: 01.16.12

Posted on January 16, 2012 by petillo — No Comments ↓

Today we have author, Larry Swedroe joining us. Larry’s latest book Investment Mistakes Even Smart Investors Make and How to Avoid Them takes the thoughts of investors, the mistakes if you will, and allows us to look at ourselves, sort of a mirror image of the way we act. Larry has been on the show before and provided a wealth of information on our “Quest for Alpha. His new book, co-authored by RC Balaban outlines more specifically the ways in which investors err in that pursuit. Larry writes “Wise Investing: for CBS MoneyWatch and is the principal and director for the Buckingham Family of Financial Services.

Tagged with: Dave Kittredge, Dave Ng, Financial Impact Factor Radio, index funds, investing, Larry Swedroe, mutual funds, Paul Petillo, personal finance, retirement planning
Posted in financial impact factor radio, financial planning, index funds, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025