Steve and Dan’s Vanguard Interview!
We were interviewed about our book on April 24 when we visited Vanguard and gave a presentation. Click here: Vanguard or Home Page: click here
Low Cost Investors
Responses to PBS Frontline “The Retirement Gamble.”
Its been three years since PBS Frontline Retirement Gamble was broadcasted. Dan and I were in NY. We had the great pleasure of having lunch with Rain Media researchers, writers and producers who made The Retirement Gamble for PBS Frontline possible. Martin Smith is standing behind Dan and me. From left is Ryan (researcher), Dan, Martin, myself, …
Responses to PBS Frontline “The Retirement Gamble.” Read More »
PBS Frontline: “The Retirement Gamble” Three Los Angeles Educators were interviewed!
PBS Frontline “The Retirement Gamble” On Tuesday evening, April 23, 2013, the PBS program Frontline aired “The Retirement Gamble,” which “raises troubling questions about how America’s financial institutions protect our savings, and asks whether there is a better way to manage our retirements.” The 403b? While the broadcast was extremely critical of 401(k) plans, there …
PBS Frontline: “The Retirement Gamble” Three Los Angeles Educators were interviewed! Read More »
In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month.
57% of Americans said a lack of savings worries them most. 43% of Americans said they are concerned about not having enough money for an emergency. Okay, those are the facts. Now, Singletary suggests you stop worrying and do something about it. Dan and Steve say it’s never too late! Get with it now! Here are some …
Los Angeles Unified/United Teachers Los Angeles offer personal finance literacy all day workshops. Check details!
Hurry. These workshops are filling up fast! Send to: investwkshop@utla.net to register now! Dan and Steve will lead a breakout session to show you how to set up a plan using what is available on the 403b and 457b list of mutual funds. No sales pitches!
Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th.
Ron Delegge, host of the “Index Investing Show” Podcast and Radio Show interviewed us about our book, Late Bloomer Millionaires, for his radio program to be broadcast Sunday Morning, March 24th through the following stations. Ron’s Radio Show “Index Investing Show” airs at the following cities and stations: Colorado Springs, CO. KWYD / AM 1580 / …
Barron’s “Is Your Fund Manager Active Enough?” What the heck does that mean?
Barron’s article has a strange title for this investor who prefers no active fund manager! Click here Here is my comment after reading Barron’s article. “High active share is no guarantee that a fund will outperform, but it is likely a necessary condition,” he says. “You can’t beat the index if you look exactly like it.” …
Barron’s “Is Your Fund Manager Active Enough?” What the heck does that mean? Read More »
Late Bloomer Millionaires now available!
Late Bloomer Millionaires, A Financial Story and Investment Guide for Late Starters is now available in paperback and kindle formats. Bulk book orders are available at a discount. Read the press release here.