Robin The Hood took from the rich and gave to the poor, or so the story goes. What you believe may depend on what movie you watch or book you read. Although, I tend to think Robin Hood: Men In Tights was probably the least historically accurate of all of them. When it comes to …
Robbin Retirement: The Good, The Bad, & The Ugly of the New Robinhood Trader Read More »
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 …
We all have them, a friend that never picks up the check when out for drinks or dinner. You know the type, they might pretend to reach for their wallet, but it is just for show. If you are in south Florida, it is called alligator arms – their arms are too short to reach …
As a visual person, I like charts. I also love reading about history, and one of my favorite things is maps with colors expanding as empires rise and fall. So, when Morningstar came out with the article of What Prior Markets Can Teach Us About Navigating the Current One with a gigantic graphic of historical …
Finding The Lost Decade – A Case For Diversification Read More »
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 …
I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex. Read More »
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It is a fantastic option for parents looking to invest and save for college. Money goes in post-tax and if used for qualified higher education expenses, comes out tax-free. It is like an education version of a Roth IRA. …
3 529 Plans For 3 Types of Minnesotan Nice Parents Read More »
Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be influenced by the approach their parents took, or the approach their culture takes. On the one end we have the parents that participate little in the child’s college funding. And on the other end we …
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 …
Overconfidence, The Final Four, & The CFA Wealth Management Conference Read More »
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 …
