The New York Times recently had an article that is one of the best summaries of the whole "how do I save for college" thing that I have seen. It is a very complete and thorough dig into the various facets; I highly recommend that you read it. But for those of you that...
Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to update you all with a little information in and around this space. By way of reminder: “What is a ‘Robo Advisor’?” There are...
It is very often true what they say: it takes money to make money. Or, said another (slightly different way) - there are many (better) investment strategies and ideas that are only really open to the very wealthy. It used to be, in my experience, that portfolio loans...
This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right one for you or your clients. The first thing we look at is how much you want to “defer” or save every year: Levels of deferral: $0 - $5,000 – IRAs...
Introduction The concept of leverage and arbitrage is one of those ideas that everyone seems to understand, but few do in detail or well. My goal is to help make these ideas more clear and usable. Leverage Is the act of adding debt to increase return. This is why real...
As you may or may not have noticed, the markets and economy are starting to get a little more volatile. This doesn’t mean bad - volatility just means it is unpredictable. Unemployment is very low right now, which tends to mean a growing economy and some inflation -...
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