Continuing the discussion, locating a financial adviser who looks after your best interest Choosing a financial adviser is one of life’s major decisions that could cost you thousands of dollars in investment fees over many years, if you don’t do your due diligence. As you know Dan and I have our money in Vanguard because …
Fee-only Fiduciary Financial Advisers, discussion continues. Read More »
Hello, Below is information we gave out to the participants at the last financial workshop. The first is a list of compiled comments I have heard over the years from financial sales pitches versus objective information from a fiduciary. If you have additional comments you heard from financial sale force, please post what you heard …
Finding and Evaluating a Genuine Fee-only Fiduciary Financial Adviser Read More »
Dan and I will be presenting for the third time! Come and enjoy the information from all the presenters with lite breakfast and lunch included for $5.00. We will be giving away information about evaluating financial advisers, fiduciary responsibility definition and the oath and the list of all LAUSD 403b/457b options.
Let’s face facts folks, you cannot attain wealth without frugal living. Oh no, not again!, you might be lamenting. Please don’t leave without taking a look at how Mr. Money Mustache lives it. I wrote in my journal this morning about his incredible blog and the creator, Mr. Money Mustach, aka “MMM:” MMM writes like …
ATTENTION Readers: This chapter is an early version of my new book just released, March, 2015. For an update of all the Chapters including this Chapter 10, go to the home page and scroll down. On the right are directions to get the full story in 11 Chapters and 17 appendices, resources, letters, books, podcasts …
Chapter 10: Our Committee Recommends a new TPA, a Genuine Fiduciary. Read More »
I was a psych major, and I was surprised that a financial related article was published in their popular magazine, Psychology Today. It was so good I wrote the following response. But first read their article: Click here. We live in Palm Springs and we see widows that are left with a bundle of money and …
Psychology Today Magazine Published a Wonderful Personal Finance Article! Read More »
I have listened to Index Fund Adviser’s podcast for years and offer excellent financial information on their website too. I wanted to show you their latest video podcast. Wow! It’s great for beginning and seasoned investors. Consider this, if your grandfather invested $1000 for 70 years from 1942 and ending in 2011 with three different …
Attention: This post is an early version of Chapter 9 in my book Fighting Powerful Interests. You can download the entire book for free by clicking here. Chapter 9 2006-2011 Alexander the Great untied the Gordian Knot with his sword. Previous attempts to solve the impossible entanglement by conventional approaches were unsuccessful. Whoever unraveled the …
Chapter 9: Genuine Financial Transparency–Case Study Demonstration Read More »
Note to new readers: This blog post is published in my free PDF download book, Fighting Powerful Interests on the home page of my blog. The tables and charts in this post are much clearer in the book. Just scroll down on the home page until you see this book: Subscribe to my blog and …
AIG went Bankrupt Facebook readers: For the full article click here. In the wee hours of Monday morning September 15, 2008, Lehman Brothers, the fourth largest investment bank, declared bankruptcy. Lehman’s event was reported to have triggered the 2008-2009 financial meltdown. In the ensuing months the entire country and the world experienced the greatest economic …
Genuine Financial Transparency Demonstrated, Final Part 10 Read More »