Are you working for free?

Are you working for free? I hope you value your time enough not to do so. Believe it or not, it’s possible you might be working for free without even realizing it. This is true if you work for a company that has a “use it or lose it” PTO policy and you don’t use …

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Investing fees are obsolete

stock ticker

I remember when I started investing around 1996 or so. At the time I believe you could pay around $40 in commissions for a transaction with companies like Fidelity. But online brokers were coming into the game to change things forever. If memory serves me right, my first transactions had transaction fees around $19.95 per …

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Warren Buffett’s Instructions For Wife’s Inheritance

Warren Buffett 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 someday he’ll pass. And he left instructions to the trust administrator on how to invest the money he’s passing on to …

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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.) Ok, …

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