by Jay Beattey | Feb 4, 2015 | Retirement, Wall Street, Wealth Building
…if we implemented the absolute best asset allocation strategy starting in 1972 – and paid just 1% in management fees and 1.25% in mutual fund fees, the best asset allocation strategy would instantly turn into the worst.
by Jay Beattey | Dec 30, 2014 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
A remarkable thing happened in the week or two leading up to Christmas – and it’s worth noting for those of you with money exposed to the market.
by Jay Beattey | Dec 10, 2014 | Articles, Personal Finance, Wall Street, Wealth Building
I recently ran across an article written by Morgan Housel – a columnist for the Motley Fool and the Wall Street Journal. These are some great nuggets – and worth passing on – edited only for brevity.
by Jay Beattey | Dec 2, 2014 | Articles, Wall Street, Wealth Building
As I speak with groups, I’m continually amazed by 401k plan participants who will argue – often vociferously – that they pay nothing to participate in the company plan.
by Jay Beattey | Nov 6, 2014 | Personal Finance, Retirement, Wall Street, Wealth Building
If Warren Buffet has a counterpart – it’s John Bogle, retired founder of the Vanguard family of mutual funds. Bogle has gathered a crowd of followers over the years who call themselves Bogleheads. The Bogleheads had their annual meeting a couple of weeks ago, and...
by Jay Beattey | Oct 23, 2014 | Millennials, Retirement, Wall Street, Wealth Building
Over the past 5 years, I’ve informally polled audiences on their opinion of future tax rates. “Do you think tax rates when you retire will be higher or lower than they are today?” Everyone thinks future tax rates will be higher. We’re resolved to the reality that $17...
