Publications -- Retirement

Sep 23, 2009

BA #677 – Is the Mattress a Good Place for Money?

In fall 2008, the stock market suffered a severe decline. Fear prompted a number of individuals to suspend contributions to their 401(k) retirement accounts. They reasoned that holding the money and having it retain its face value was preferable to putting it in a money-losing investment. Even employees who were invested in bonds, rather than equities, stopped contributing. Some companies temporarily suspended their matching contributions.

May 11, 2009

BA #657 – Socially Responsible Investing

Socially responsible investing (SRI) is the practice of choosing stocks, bonds or mutual funds based on political, religious or social values.  This investment strategy can be hazardous to an individual's portfolio, and if followed by state and local employee pension funds can adversely affect thousands of people's retirement incomes.

Mar 26, 2009

ST #320 – Ten Ways to Wreck Your Retirement

Personal retirement accounts are a valuable tool in building a retirement nest egg. The recent fall in the stock market has caused some savers to cash out their savings. This is unfortunate because the stock market has rebounded after every fall, and those who are not in the market at the bottom will lose out as it rises. There are other practices that can derail even the best laid retirement plans. This study addresses 10 of them.