For a decade, I have listened to Paul Merriman’s podcasts. His list of financial topics spans every conceivable idea and common sense investing strategy. His understanding of the investing process and constructing a simple or complex portfolio is top notch. In this post, I recommend that you listen to one of his podcasts. Here’s why. …
White Coat Investor by James Dahle, MD Reviewed by Steve Have you ever vacillated about reading a book because you weren’t the author’s targeted audience? Dr. Dahle’s fine book’s is aimed towards MDs and other ultra-high earning professionals (Attorneys, Dentists, CPAs, and Engineers). Still, there are four reasons I read this book, gave it five …
What a month! In the wake of the broad equity stock markets blowing up, Dan and I are excited to present our new website. After 2.5 years, it was time to upgrade our web presence from a blog to a website. All of our past articles are still available.
Financial insecurity is a reality for many Americans. 56% of people say they look favorably on their finances, yet 57% feel they are unprepared for a financial emergency. 50% would claim to be financially secure.
This Pie Chart is our Diversified Portfolio as of June 30, 2015 (Click directly on the Pie Chart to Enlarge it) An Experiential Insight Into Bonds: Maturity (long-term vs short-term) horizon, government vs. corporate, highly rated vs lower rated (risk of getting your money back) and their place in the portfolio. What are the riskiest bonds? …
Happy Belated 4th of July! How did your retirement investment portfolio perform at the half-way mark of 2015? After years of 24/7 chatter about interest rates, the Federal Reserve Board announced that it will raise interest rates by the end of the year. They haven’t yet, but the mere prospect of higher interest rates hit our bond …
A Review for the Millennial Generation who Seek Financial Freedom: Mr. Money Mustache and White Coat Investor Have you ever thought of managing your own money without an expensive financial adviser? Or just needed somebody you can trust not to rip you off with commissions, and high advisory fees? If you have followed our blog here, that’s precisely what …
Top Personal Finance Blogs by Young and Highly Successful Do-It-Yourselfers Read More »
Part 4: Putting It All Together In Part I we discussed what to ignore in the enormous and complex financial industry and what to focus on–stocks and bonds. The proverbial “needle” in the “needle in the haystack” is found easily. Knowledge of ignoring the financial world ‘s “haystack” is the trick to finding the needle. …
Part 2 of a 3-Part Series: A Way Around Costly 403(b) Plans (Click here if you missed Part 1) In so-called ‘open vendor’ states, high-cost 403(b) plans may be side-stepped by turning to 457(b)s, explains plan-participant advocate Steve Schullo. W. Scott Simon, 06/10/2015 W. Scott Simon is a principal at Prudent Investor Advisors, a registered …
Part 2 403(b) Interview: by Fiduciary Attorney W. Scott Simon Read More »
Reforming K-12 Public School District 403(b) Plans Part 1 of a 3-Part Series For Part 2: click here May 7, 2015 Steve Schullo is working to shed light on the awful shortcomings of K-12 403(b) plans. Scott Simon, 05/07/2015 Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also …
Interviewed by Fiduciary Attorney: K-12 403(b) Plans Read More »