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Investing

Don’t Lose Your HEAD — Your 529 Plan & Market Risk / 4 Things To Do To Prepare For Down Markets

The story is all too familiar: a family doing all the right things invests in a 529 Plan to limit the amount of debt their child has coming out of college. Pre-COVID investors, including college investors, prospered. Over the last 10 years an aggressive portfolio could have easily doubled, or even tripled in value. With …

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I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.

I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss, and others meet their fates over the course of two days.” James Holzhauer’s question: “What is Snatch?” Correct question: “What is Pulp Fiction?” Living in Minnesota, I don’t often read the Chicago Tribune, but the …

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Overconfidence, The Final Four, & The CFA Wealth Management Conference

As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s school, the thoughts continued as to the validity of pulling my son from school early for the Final Four activities downtown. The receptionist helped me with my mental gymnastics, justifying my predetermined decision… he gets good grades, experiences …

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Don’t Miss Your Target

Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not only has the responsibility for saving but also to make sure the assets grow enough to meet an income-funding goal, they are responsible for ongoing investment management too. Efforts from employers, plan providers, and investment management companies have …

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