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 ‘Retirement’ 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 »
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 [...]
Private Placements Speculation vs Investing
Posted in Alternative Investing, Diversification, Federal Government, Investment Policy Statement, Investment Strategy, Private Placements, Retirement, SEC, Venture Capital on May 15, 2009 | Leave a Comment »
I have a love-hate relationship with private placements. As a capitalist, I know private placements provide much-needed capital for start-up ventures, and this is a good thing. As a fiduciary, I have trepidation due to the very nature of the investment.
What’s not okay with 401(k)s?
Posted in 401(k), Active, Executive Management, Financial/Business, Fixed Income, Jason Zweig, Junk Bonds, Media, Passive, Retirement, The Wall Street Journal on April 30, 2009 | 3 Comments »
Welcome to my blog for the executive-level investor! I have gotten a lot of sage advice about how and what to write. But ultimately, this blog is for you, so please tell me if these sages know what they are talking about. Jason Zweig’s April 25th column in The Wall Street Journal addressed the [...]
