We don’t know where they come from or who starts them, but they seem to stay around for an awfully long time. For example, a myth started over 30 years ago when 401(k)s first came on the scene read something like this. “If you max out your 401(k) savings contribution each year it will be [...]
Archive for the ‘Investor Types’ Category
MYTHS: FACT OR FICTION
Posted in 401(k), Baby Boomers, Executive Wealth, Financial Literacy, Financial/Business, Private CFO, The Wall Street Journal, Women on February 28, 2011 | Leave a Comment »
Digging for Gold With Silver Spoons
Posted in Family Wealth, Media, The New York Times, Wealth Management, Women on September 30, 2009 | Leave a Comment »
Family wealth planning is a tricky balancing act under the best of circumstances. No matter who the family is, it involves understanding fiduciary duty, recognizing the difference between beneficiaries and custodians, and accounting for complicated family dynamics. Add particularly large sums of money and public notoriety into the mix, and it’s little wonder that the [...]
Economic Uncluttering
Posted in Baby Boomers, Financial Literacy, Journal of Accountancy, Wealth Management on September 14, 2009 | Leave a Comment »
A recent Journal of Accountancy article provides a clear explanation on what has gotten us into our current financial instability, and an insightful prognostication of how we might successfully return ourselves closer to equilibrium.
