Category: Investing

  • Target Date Index Funds

    Choosing Target Date Index Funds for the Cost-Conscious Investor If you’re the kind of investor who values keeping costs low through passive index funds but also wants the convenience and diversification of an all-in-one Target Date fund, you’ve come to the right place. Today, we’re diving into my two favorite contenders in the Target Date…

  • MFS Lifetime Funds

    MFS Lifetime Funds – Your Defensive Approach to Retirement Savings In my last post, I mentioned I’d be writing about a Target Date alternative that’s well-suited for those of you whose top concern is market volatility as you approach retirement. If that’s you, the MFS Lifetime Funds may be the perfect choice. They are deliberately…

  • American Funds Target Date Retirement

    The American Funds Target Date Retirement Funds Are A Top Pick for Retirement Savings When it comes to saving for retirement, having the right investment strategy is essential for achieving securing your financial future. It’s like having the right game plan heading into the Stanley Cup Finals. Smart decisions now pave the way for victory…

  • Higher for Longer Interest Rates

    What Can An Investor Do About High Interest Rates? While inflation has been gradually decelerating, the Personal Consumption Expenditures (PCE) price index, a key inflation metric used by the Federal Reserve, was up 0.3% for April 2024 and 2.7% year over year. This means that inflation remains stubbornly above the Fed’s 2% target. As a…