Monday, April 14, 2014
The Kaiser Family Foundation recently released a study analyzing the finances of people on Medicare. There findings add to the argument that we have a retirement crisis coming to America. The entire study is interesting and eye opening. Please read the issue brief. It will summarize the topic for you.
The NY Times ran a story recently discussing companies that are using technology to help investors. Most of the services create diversified portfolios with rebalancing features for a relatively low monthly or annual fee. There is a table in the article that summarizes what some of these companies offer. I found it interesting that Vanguard is in this space but Schwab and Fidelity aren't listed.