WiserAdvisor

JUNE 27, 2025

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Good Financial Cents

APRIL 19, 2023

The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. There are two ways you can do this: Set it and forget it with a robo investment advisor Letting an algorithm manage your investments is about as passive as you can get.

Accounting 106

Accounting Investments Investing Media 106

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works.

Management 273

Management Assets Portfolio Marketing 273

The Big Picture

JULY 29, 2024

So 00:09:10 [Speaker Changed] I know Orion for many years because from the RIA perspective, from a registered investment advisor perspective, clients want to know how their portfolios are doing, what their performance is, both in absolute terms and relative to benchmarks. Tell us a little bit about what you do with them.

Clients 144

Clients Portfolio Financial Advisor Investments 144