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Figuring Out Your "Number"

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by  Erik Conley

What’s your number? Your number is the amount of money it would take to enable you to retire and live off the interest without touching the principal. Your number is the very definition ...

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The Investment Advice Gravy Train

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by  Erik Conley

Investment advice is a great business. It has a business model with fat profit margins and a sticky, recurring revenue stream. And the beauty part is that most of the clients have no ...

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How To Get A Million Dollars Into Your Retirement Account

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by  Erik Conley

If I had a dollar for every time I read the words “if you want to save enough for retirement, start early” I would be able to retire. But what’s usually left out ...

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Does It Really Take A Million Dollars To Retire Today?

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by  Erik Conley

The Employee Benefit Research Institute study on the Expenditure Patterns of Older Americans shows that as we age our expenses decline. Using 65 as their benchmark they found that household expenses drop by ...

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Meir Statman on the Behavioral Obstacles Investors Struggle With

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by  Erik Conley

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands. His research on behavioral finance has ...

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