Posts by SCOTT WELLENS

Edward Jones recently completed a large study on the 4 pillars of the “new” retirement. So in this episode of Best in Wealth, I am going to talk about some of the topics covered in this study: changing times, the definition of the new retirement, the definition of success, and the 4 pillars. Don’t miss…

What is style drift? Style drift is when the fund you are invested in drifts away from its investment objective. Why is this problematic? How can it impact your portfolio if your mutual fund is not actively managed? In this episode of Best in Wealth, I will share more about style drift, give an example…

“How much do I need to save for retirement?” This is a question I am asked all the time, often before I know anything about the person I am meeting with. Do they need $1 million? $2 million? People talk to friends and family about retirement and question if they have enough. People often think…

We can all agree that sleep is important, right? Children need 9+ hours of sleep. Adults need at least 7–8 hours of sleep. In our house, we go to bed really early, between 8:30–9. Why? If I do not get a good night’s sleep, everything else goes wrong. Many people struggle to get a good…