Late Bloomer Wealth

Late Bloomer Wealth

Dedicated to Helping K12 Teachers with their 403(b) & 457(b) plans.

Month: October 2022

Los Angeles Unified 457(b) Advisory Committee Training Suggestions

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LAUSD Retirement Investment Advisory Committee (RAIC)   Below is a letter to the subcommittee of RAIC. This committee is charged with advising the chief financial officer or any changes that need to be made with LAUSD 457(b) retirement plan. This plan won a Plan Design award in 2014, but every five or six years, this …

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Bloodbath! Year-to-Date 2022 Steve’s Portfolio Report

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Bloodbath? Maybe or Maybe Not. Dear Readers, What can I report? Just look at the sea of red. Needless to say, in the short term, the bond and the stock markets exposed my portfolio to a bloodbath! The usual events are that stocks decline and fixed income sometimes decreases or increases.  Sometimes international stocks perform …

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