Late Bloomer Wealth

Some of our Favorite Financial Authors. Need Financial Advice?

From Mr. Bogle to Mr. Roth. These gentlemen have the investing philosophy that Dan and I follow–indexing with low cost funds, diversification with a healthy allocation of bonds and rebalance as needed.

Jack Bogle: Dan and I will be attending the Bogleheads conference in Philedelphia next week and hope to meet Mr. B. Here is an article about his fan club.

Scott Burns discussed why you should get out of your expensive annuity to increase your return and the best place to purchase annuities. Scott writes “The best known of the low-cost variable annuities comes from Vanguard. Like TIAA-CREF, its total expenses come in around 0.5 percent a year. Click here.

Jason Zweig explains the psychology behind stock market bubbles. He should know as he is the author of the fine book “Your Money and Your Brain:” Click here.

Rick Ferri explains why indexing conferences are on the wane: Click here.

Allan Roth discusses the predictability of newsletters. If you purchase a newsletter you might be convinced to terminate your subscription and invest the savings: Click here.

Need Financial Advice?

Here is a nice article from Forbes reviewing a professional organization that we recommend for finding fee only financial advisers. The article is over a year old, but it’s still current. Excerpt: “The National Association of Personal Financial Advisors (NAPFA) is the leading professional association of fee-only financial advisors. NAPFA is distinguished both by the competence of its advisors and their method of compensation.” Check out an adviser in your area.

The other professional organization which consists of fee-only advisers is Garrett Planning Network.

DIY

And finally for Do It Yourselfers (DIY): http://blogs.wsj.com/experts/2013/09/06/low-income-investing-advice-free-tips-from-bogleheads/ Nice write up about this DIY forum containing much of the information that Dan and I got over the years.

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