Monday, April 14, 2014

Medicare's Beneficiaries and their Financial State

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 Future of Investment Management?

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.