Late Bloomer Wealth

Passive Investment Strategy

Great 403b Story by a fellow teacher and local Teacher’s Union Vice President! He and his teacher wife GET IT!

Information Overload by Guest Post Keith Reed Teacher and Vice President, Morongo Teachers Association. Morongo Valley, CA (Reprinted here by permission of Mr. Reed. Original publication) In this age of information overload, we sometimes find it easier to step back and let “experts” make our decisions for us, especially when it comes to our investments.  This …

Great 403b Story by a fellow teacher and local Teacher’s Union Vice President! He and his teacher wife GET IT! Read More »

Update! Huffington Post Article and Vanguard Interview Feedback

Hi, Update! I have gotten some emails that people were having trouble commenting on our Huffington Post article, Wall Street Targets Gay Couples. I have too! I communicated to the staff and it looks like they fixed the problem. Please try one more time to post a comment. It is very much appreciated. If you …

Update! Huffington Post Article and Vanguard Interview Feedback Read More »

LGBT Investment Basic: Know the Costs!

 A Closer Look at LGBT Retirement Planning Costs With the Supreme Court decision looming on same-sex marriage, the major financial institutions have their eyes on the LGBT community as a niche market. Wall Street investment banks and the brokerage firms are undergoing specific training to address the “complexities” of managing your money in three crucial …

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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

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 »

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 …

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month. Read More »

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 / …

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th. Read More »

Apple Stock Collapses, off 40% from its high. Read how a friend was suckered into buying this stock?

My friend Ron Delegge (Indexing Investing Show) writes about the rise and fall of Apple stock in recent times and how Wall Street said it was going into the stratosphere, over “$1000 per share by the end of 2012.” It’s another example of never owning individual stocks for us regular investors–individual stock investing is speculation folks. Read …

Apple Stock Collapses, off 40% from its high. Read how a friend was suckered into buying this stock? Read More »

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 »

Do Women Make Better Investers than Men?

http://www.marketwatch.com/story/women-are-better-retirement-planners-2012-12-29 The author of the article was quick to point out that women are more risk adverse than men, making it sound like that’s a disadvantage. In fact, being “risk adverse” is a great thing with a twist. I like to think that we all should be more loss adverse because to trade often thinking you are …

Do Women Make Better Investers than Men? Read More »

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