There’s a new ETF sheriff in town and it’s promising to pay a 9 percent return with full capital downside protection. If you want to watch an explanation of how this works check out the video clip below from CNBC. If you prefer to read about the new ETF, there is a great article here…
Category: Educational
Are You Part of the Boomer Retirement Crisis?
MSN has an article out calling out the peak boomer crisis that seems to metastasizing into a very ugly future for millions of potential retirees. On Wednesday, AARP released the results of a January survey delving into retirement outlooks for Americans aged 50 and above. It found that many of them are not feeling confident with their finances. Particularly,…
Spain Taxes Are Worse Than We Thought
In my post, What They Don’t Tell You About About Retiring Overseas, I wrote about how my wife and I are avid travelers. With one of our kids now seemingly living in Europe on a semi-permanent basis it makes a great deal of sense for us to consider buying a home somewhere in Europe to…
Which Investment Broker(s) Do I Use?
Over the course of my career, I’ve collected a cornucopia of brokerage accounts. During that time frame, many of these brokers began buying each other out. For example E-Trade got swallowed up by Morgan Stanley, TD Ameritrade is now Charles Schwab. Fidelity is probably one broker that hasn’t been swallowed up or changed names over…
Personal Finance Blogs That I Read
I’m on vacation this week but I prepared some posts because nothing sucks more than not having anything new to read. I tend to favor data driven analysis in anything I do so if these blogs seem a bit too analytical then you have been forewarned. Financial Samurai has a great post on Ranking The…
Why Central Bank Rates Matter For Dividend Stocks
I’m on vacation this week but I won’t leave you empty-handed. One of the things I monitor closely is what the Federal Reserve does at each of their FOMC meetings. As a matter a fact, I have these meetings in my own personal calendar and I will always take my lunch break around watching CNBC…
Money Perspectives: Buddhism and Money
Youngey Mingyur Rinpoche has an entertaining, funny and spiritually enlightening view on how Buddhism views money.
Lesson Plan for Kids In Personal Finance
While my kids are a bit too old for early lessons in personal finance, I did come across the Financial Literacy Resource Center at Investopedia. They have a great list of lesson plans for kids from K through 5th grade. Here is a screenshot of the lesson plan. I have added this to my library…
Money Perspectives: Unique Money Traditions
I continue to explore how different cultures view money and I came across this video which is worth the watch as it covers money perspectives from a variety of cultures around the world. In Kenya, people use “Harambee” which is a word that means “everyone comes together” to raise funds for the community. I would…
The Three Personal Finance People You Need In Life
Did you know you need at least three personal finance people in your life? If not, then perhaps that’s why you might be struggling financially. Let me walk you through my personal finance people. Personal Finance Mentor A personal finance mentor provides financial guidance, advice, feedback on skills, and coaching. This type of mentor can…