Is your retirement plan aiming too high? The famed 4% withdrawal rule comes from Bill Bengen’s 1994 research paper that assumes a portfolio is perfectly split between U.S. stocks and bonds. However, ...

Felix: I did start out as a client-facing advisor, so I am still involved in some of those client relationships, but it’s increasingly rare for me to be directly involved. There are still some ...

Is your money making you less happy? It sounds impossible, but it could actually be true. Most people operate on the assumption that more money means more happiness. Ben Felix, chief investment ...