Warren Buffet’s Instructions For Wife’s Inheritance

Buffet Trustee Plan

Warren Buffet is a world-renowned investor. Many would consider him the best alive. He’s among the world’s richest men and he made the majority of his money investing in stocks and buying companies. But some day he’ll pass. And he left instructions to the trust administrator on how to invest the money he’s passing on …

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Is Betterment’s New “Smart Saver” Plan Really Smart? How to Beat It.

In August of 2018, Betterment rolled out a new “Smart Saver” plan and are stating “Our ultra-low-risk investing solution could earn you a 1.78%* annual return, after fees” according to their blog post. It looks like they are trying to step up and provide a savings vehicle to investors and the financially prudent looking for a …

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So I Created My Own Mutual Funds

Hedge fund manager life, here I come. Thoughts of a high rise condo on the Upper East Side and summering in the Hamptons are certainly in my future now that I’m curating investments for the masses. Ok, I confess this isn’t exactly true in a literal sense. (or legal sense..or well, probably ANY sense.) I …

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Disconnected In Tokyo: A Cell Phone Nightmare

These days it’s easy to be a road warrior and travel to foreign lands when you have a smartphone in hand. You can translate language on the fly with Google Translate. You always know where you’re going with Google Maps or Apple Maps. Restaurant reviews are at your fingertips for any location you discover unless …

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I Got My Head Vacuumed in Taiwan

Taiwan Haircut

Man I love Asia, specifically Taiwan. I got a haircut yesterday for just $3 US dollars. Without regard to what I requested, as translated from English to Chinese via my girlfriend, then conveyed to the stylist, the cut was fairly standard Taiwan style which is high and tight. It looks well enough. For Three bucks …

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10 Reasons to Disregard Suze Orman’s Opinion of Financial Independence

Suze Orman was recently a guest on Paula Pant’s Afford Anything podcast. (Great informative show by the way!)  She had a very critical take on the FIRE movement or the idea that you can retire early after achieving financial independence. As someone who doesn’t want to spend the rest of my life stuck in an office …

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The Jobless Budget

pennies and coins

The other day I was talking to a friend who is strategizing tackling some student debt.   My friend is a gainfully employed professional who makes a good salary.   Over the years I get the impression she hasn’t widdled away at her debt as much as she would prefer.   It’s not my place to judge her …

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