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Insights

Kari Popovic

Recent Posts

This may hurt a little

Posted by Kari Popovic on Aug 8, 2014 5:58:35 PM

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What’s completely painless, relatively easy, scientifically proven, highly cost-effective, potentially almost lifesaving – and yet less appealing than a trip to the dentist?

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Topics: 401(k), financial advice, Retirement, retirement income, Business Insights, All

Looking back: "effectiveness," outcomes, and the future

Posted by Kari Popovic on Jun 7, 2014 7:23:17 PM

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This newsletter is a milestone: our 100th edition of GuidePost. When we saw that number coming up, we were curious to look back at the first few issues to see what’s changed and what hasn’t. Apart from the inevitable evolution of graphics and hairstyles, we found that the retirement investing landscape looked very different nearly ten years ago. But it was reassuring to see that our fundamental concerns and goals were much the same then as they are today.

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Topics: 401(k), Modern Portfolio Theory, MPT, Retirement, retirement income, Saving, Spending, Business Insights, All

Was your mother wrong about retirement?

Posted by Kari Popovic on May 7, 2014 7:28:17 PM

For decades now, almost everyone from the federal government to the proverbial guy at the water cooler has been an advocate for investing in a qualified retirement plan. Even our elderly mother, enjoying a comfortable income generated by her 401(k), has become something of an evangelist. So it’s rather shocking to read an article warning that you might want to ignore your company plan entirely and invest the money after taxes instead.

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Topics: 401(k), financial advisor, financial planning, Retirement, Business Insights, All, Uncategorized

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