The first 100 Retirement Investment Workshop participants will get a complimentary paperback copy of Fighting Powerful Interests! (You can also get my free book right now on this blog as an eBook).
To register for the Saturday, April 16th workshop at UTLA headquarters, call Evy Vaughn, UTLA Conference Secretary (213) 487 5560 or register online by clicking “Learn More” below.
The next financial coming of age story has a frequent theme. Many people have money in different financial institutions, different banks, different mutual fund companies, different asset classes, sectors, or individual company stocks. Therese, my guest author, had little idea what, where and who was minding her money! Her money was so convoluted that a Rubik’s Cube was easier to solve. Soooooo, there is plenty of room for simplicity. Discover how Therese’s portfolio evolved from a complex and incoherent mess to a simple Vanguard portfolio after one visit with a fee-only financial adviser from Garrett Planning Network.
An epiphany is defined by “a moment when you suddenly feel that you understand, or suddenly become conscious of, something that is very important to you.” Read this short story of my good friend’s financial epiphany and how all of her questions were answered by who she describes as an “independent financial adviser” she paid by the hour.
The first six weeks of the new year was a bust for the stock market. But in the seventh week something magical happened–it turned bullish. Oil prices went up and our Federal Reserve Board remarks on the status of the economy was neutral, along with a thousand other economic moving parts. I ignore all of the noise and stick with my planned portfolio allocation.