investment management

Are You Trusting Wall Street With Your Retirement Dollars?

If you were born between 1946 through 1964, you’re a Baby Boomer.
You’ve contributed to your employers 401k plan for 15-30 years. Though a few hundred grand seems like a lot of money to most, imagine you’re 52 and you have around $3-500,000 in your 401k.

What I’m trying to tell you is there’s a […]

Lifetime Housing Stages & Why The Single Family Home Is The American Dream

Based on person observations and ten years of investment experience, I’ve come to the conclusion that (1) with some exceptions, most people prefer to live in a single family home, and (2) most people will progress through five housing type stages. These housing type stages include: parent’s home, dorm, apartment, duplex or […]

Want To Retire With $1 Million? Here’s How Much You Need to Save

All through our working lives, we are barraged with reminders that, if we don’t save enough for retirement, we’ll be hosed. What we don’t often get are specific instructions about how much we should be saving. The simple answer is: More than we think. Andy Kiersz of Business Insider put together this simple chart […]