Investing for Retirement—Part 2: Your Approach

This aricle is part of the Retirement Financial Life Equation (RFLE) series. It was initially published on June 6, 2018, and updated in January 2026. When it comes to choosing your approach and how to implement it, you have several choices here. The main distinction is between doing it yourself (DIY) and hiring an investment … Read more

Investing for Retirement – Part Three

In Investing for Retirement – Parts One and Two, I introduced a ‘framework’ for investing for retirement and discussed different asset types and holding options, and also active versus passive management styles. Once you make those decisions (or have some idea what you want to do), you’ll need to decide how you want to implement them. … Read more