Want to know how $5,500 might turn into $60,000? I’ll explain in a moment. …But first, if you recall last month’s newsletter describing how a young adult (Millenial) might be working through their challenging financial decision making process, let’s explore why this younger generation also has so much potential to grow their wealth. …back to […]
How $5,500 Might Turn into $60,000 Read More »
Like low interest rates? That answer can vary depending on which side of the equation you’re on. Since the global economy has been scraping along the bottom of what seems like very cheap money, what does this mean for you? First, let’s look at both sides of the equation: 1) a loan, where you pay
Low Yields Forever? Read More »
Last month, California’s largest public pensions system, CalPERS, lowered its forecast of expected annual investment returns to 6.5%. Prior to this decision, the expected annual return was 7.5%. This was a major decision affecting the future of our largest state pension system. Here are a couple more relevent facts regarding CalPERS: it currently has $291.4
You’re Not Saving Enough Read More »
I’m going to start this blog with a very short allegorical text written in prose. I feel it resonates perfectly with a client and advisor relationship, so please enjoy. I’m sure many of you have read it before and later I’ll explain why it appears here. If you know the story, and/or are pressed for
