We wrapped up September on a high note, and had positive gains for the month as well as quarter. Year-to-date is also solidly higher. Much of the headlines were dominated by Trump, “Rocketman”, and hurricanes…but the markets shrugged off any negative news and were driven from strong corporate earnings. Interest rates (as measured by the 10-year treasury)…
The Equifax Breach, Money Saving Tips, and Generation X
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. The Equifax Breach – What You Should Know (Brian Krebs, Krebs on Security) We’ve all seen the current event news lately as it pertains to the Equifax breach – but what does is mean to you? This…
Flood Insurance, Millennial Kids, and Financial Planning Misconceptions
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Everything You Need to Know About Flood Insurance (Robert W. Klein, Quartz Media) With the recent hurricanes so drastically affecting our nation (Hurricane Harvey in Texas, Hurricane Irma in Florida), I felt compelled to share a…
Money Habits, Women & Retirement, and Powerball
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Are Monetary Habits Hereditary? (Paulana Lamonier, Blavity) I start this week with an article discussing parents’ monetary habits and how it affects their kids. This is particularly relevant to me because this past week, my wife and…
Game Theory & North Korea, Market’s Low Volatility, Amateurs vs. Professionals
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Using Game Theory To Handle North Korea (Laurence Kotlikoff, contributor to Forbes) When I obtained my Masters Degree, I had one particular class that made my entire degree worthwhile and memorable: Game Theory. I don’t know how…
Is Retiring Appealing, Health Savings Accounts, and “Likeonomics”
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Retiring in America has become less appealing (Angela Moore, MarketWatch.com) I am a big numbers guy, and this article has lots of numbers and charts and statistics. All of which describe the situation in the…
Commodity Investing, Student Debt, and Taking Naps!
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Commodities in 2017, and Why They’re Still Very Cheap (Visual Capitalist, Equities.com) I find the “following the herd” mentality to be fascinating. As easy as it may be to do what everyone else is doing, it…
Roth vs. Traditional 401k, “Never Splitting the Difference”, and Putting Six Kids Through College
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Roth vs. Traditional 401(k): Study Finds a Clear Winner (Demetria Gallegos, Wall Street Journal) I am a big fan of the ROTH and help people find ways to be able to add money to it. Whether it’s…
Merrill Lynch Changes, 529 Plan Evolution, and Morning Routine Advice
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Merrill Lynch’s Second Act For RIA Reinvention Is Revealed (Lisa Shidler, RIABiz) For many of you who know me, it’s no secret that I am super excited about my recent move to “full independence”. As a stand…
People Lack Advice, Handling Robocalls, and 6 Money Truths
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Do So Few Individuals Seek Professional Financial Advice? (Maher Alyousif & Charlene Kalenkoski, Advisor Perspectives) – Every now and then, I try to come up with WHY most people do not seek financial advice from a…