I was talking with my friend Diane recently and she told me a story about a visit she made to her daughter’s house. Here is her email recap of a portion of that visit: Continue reading “How Making Mac-n-Cheese is Like Investing”
Once you’ve saved and invested for financial independence, the final step will be figuring out how to turn that nest egg into an income stream that will last as long as you do. With people living longer and longer, this can be a challenge for all retirees but is especially difficult for anyone looking to retire early. There’s even a good chance you’ll live longer in retirement than you did working.
Continue reading “Make Your Nest Egg Last as Long as You Do”
Recently, my company released a special report on the gender gap in financial literacy. Boy, talk about a lightening rod. I’m always fascinated by the amount of interest this particular topic drums up, but I’m starting to see the real value in the research. Continue reading “Does a Gender Gap in Financial Literacy Really Hurt Anyone?”
Several weeks ago I was in Chicago giving a workshop on investing. Every time I give this workshop, I almost always get asked the same thing, “Greg, what is the best thing to invest in right now?”
First of all, if I really knew what the absolute best things to invest in at any time was, do you really think I’d be writing this blog? I get the sense that people think financial professionals have some sort of secret knowledge when it comes to investing. They think we can read the tea leaves and know where to invest, and where not to invest. I can’t blame them, though. I think the industry has done this to them on purpose. For years financial institutions have spent countless dollars trying to convince you that they have an edge, a better way to research, a better strategy for picking winners, etc. Continue reading “Investment Secrets Revealed”
Recently while my wife and I were on vacation with my Dad and step-mom, he found some time to talk to me about some new behavioral strategies regarding investment strategies. I thought some of the things were interesting, such as taking a personality test to help define possible strengths/weaknesses and delving a bit further into a myriad of investing traits. Continue reading “Investment Strategies: Keep it Simple!”
