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 ‘Media’ 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 »
Seeking Second Opinions on Financial Services
Posted in Investment Strategy, Larry Swedroe on January 25, 2010 | Leave a Comment »
If you haven’t sought a second opinion on your wealth, what’s stopped you?
Doing the Math on Roth IRA Conversions
Posted in IRS/Taxes, Retirement, The Wall Street Journal on November 27, 2009 | Leave a Comment »
If you haven’t yet picked a good New Year’s resolution, congratulations, the revised rules for converting IRAs to Roth IRAs have provided a ready-made task for 2010. As of January 1, taxpayers at all wealth levels can convert traditional IRA assets to a Roth IRA. As The Wall Street Journal commented, “The change – one of [...]
The “New Normal” Is Old Hat
Posted in Dimensional Fund Advisors, Investment Strategy, Jason Zweig, Markets on November 2, 2009 | Leave a Comment »
You’ve probably already heard all kinds of financial commentators leading with something like, “In this ‘new normal’ …” They then explain things to us, assuming as a given that things have changed. But have they? Analysis tells us otherwise.
A Double-Take Worth Taking: The State of the U.S. Economy
Posted in Financial Literacy, Financial/Business, Journal of Accountancy, Media on October 12, 2009 | Leave a Comment »
Have you noticed how professional speakers often pause and repeat themselves when they’ve gotten to their key talking points? They want to make sure the most important things don’t get lost in the flow. If it’s good enough for President Obama to use repetition for emphasis, then it’s good enough for me. That’s why I [...]
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.
Five R’s to Financial Renewal: Part IV (final)
Posted in Asset Allocation, Diversification, Equity, Financial Literacy, Investment Strategy, Larry Swedroe on August 21, 2009 | Leave a Comment »
After RECALCULATING, you are now ready to implement your personal RECOVERY strategy — but not before. Afterward is when you are in a position to understand your personal required return and how the budget you prepared is a key component to your success. When the next person tells you how he or she is betting [...]
Thoughtful Discussions About Asset Allocation
Posted in Asset Allocation, Diversification, Investment Strategy, The Wall Street Journal on August 11, 2009 | Leave a Comment »
I liked this excellent blog posting over on Advisor Blogger by guest blogger Fred Taylor.
