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Rob Berger

Forbes Advisor Staff

About

Rob is a Contributing Editor for Forbes Advisor, host of the Financial Freedom Show, and the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom. He graduated from law school in 1992 and has written about personal finance and investing since 2007.

  • How To Rebalance Your Investment Portfolio

    Investing isn’t as simple as building a portfolio and just setting it on autopilot until retirement. You should be checking in on your investments from time to time for tune-ups, which investment pros call portfolio rebalancing. Rebalancing your portfolio means...
    How To Rebalance Your Investment Portfolio

  • How To Understand Sequence of Returns Risk

    You face plenty of risks when investing for retirement. Markets crash, inflation can eat into your returns, you might even worry about outliving your savings. But there’s one big retirement risk that gets very little attention: Sequence of returns risk....
    How To Understand Sequence of Returns Risk

  • Here’s How Much You Could Have By Maxing Out Retirement Savings

    Saving for retirement is simple. It’s simple to set money aside in a 401(k) or IRA. It’s also simple to invest it in a diversified, three-fund portfolio. As simple as retirement saving is, however, it’s not always easy. When you’re...
    Here’s How Much You Could Have By Maxing Out Retirement Savings

  • Do Value Stocks Really Outperform Growth Stocks Over The Long Run?

    It’s often repeated investing wisdom that value stocks outperform growth stocks over the long run. Since 1926, value investing has returned 1,344,600%, according to Bank of America. During that same time growth investing returned just 626,600%. Case closed. Not so...
    Do Value Stocks Really Outperform Growth Stocks Over The Long Run?

  • Is The Four Percent Rule Still Valid For Retirement Today?

    Interest rates are at historic lows. Stock valuations are approaching historic highs. The Covid-19 pandemic has injected financial uncertainty into our daily lives. These difficult facts raise the question of whether the 4% rule for retirement withdrawals remains valid. For...
    Is The Four Percent Rule Still Valid For Retirement Today?

  • 6 Best Fixed Income Investments For A Low-Rate Environment

    The historically low interest rates we're seeing in 2020 show no sign of abating. Fed Chair Jerome Powell recently announced his intention to keep rates low through at least 2023. Meanwhile, real yields on government bonds—or yields after inflation—are negative....
    6 Best Fixed Income Investments For A Low-Rate Environment

  • What Is The 4% Rule For Retirement Withdrawals?

    It’s a question on the minds of those in retirement or nearing retirement. How much of your nest egg can you spend each year without running out of money in retirement? In 1994, financial advisor William Bengen published a paper...
    What Is The 4% Rule For Retirement Withdrawals?

  • What Is Value Investing? How Does It Work?

    Value investing is a strategy where investors aim to buy stocks, bonds, real estate, or other assets for less than they are worth. Investors who pursue value investing learn to uncover the intrinsic value of assets, and develop the patience...
    What Is Value Investing? How Does It Work?

  • Stimulus Check Calculator: How Much Will You Receive?

    The federal government has started issuing stimulus payments to many households as part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). We’ve created this calculator to help you estimate the amount you and your family will receive....
    Stimulus Check Calculator: How Much Will You Receive?

About

Rob is a Contributing Editor for Forbes Advisor, host of the Financial Freedom Show, and the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom. He graduated from law school in 1992 and has written about personal finance and investing since 2007.