A big topic of financial writing these days is The Mega Back Door Roth. Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in an Oscar race. As discussed in the previous blog, a back door Roth IRA…
As an Upholder (me), Questioners (people I may be married to) can drive me bonkers. My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.” I don’t tend to ask why, if it can be done better. I just want to cross tasks off my list…
First of all, did you take the quiz? Click here if you want to take it now. Upholders will have taken the quiz because I asked them to, and they are curious about themselves. Obligers will have taken the quiz because I asked them to and, well, I asked them to. Questioners might not…
…invest in the latest fad, at least do it prudently. This is sort of like your mother saying, “If your friends jumped off a cliff, would you? Yes? Then, please pick a small cliff.” I know that my position in putting money in the latest social media darling investment is clear. But, just to…
To continue the theme – or maybe you call it a months’ long rant – about why Robinhood/Bitcoin/Reddit, etc. cloud the concepts of real, grown-up investing, I’d like to show an example of rates of return and life. Scenario: Joe is 40 years old and has $500,000 saved for retirement. Good job, Joe! Joe…
The only thing I like about this whole Robinhood trading platform is how much it makes me think of my favorite Disney movie, the 1973 animated classic Robin Hood! And who is the bad guy? Watch for a little reminder. What are the social media addicts trading GameStop and AMC Entertainment missing? Yes, the…
The first week in February saw an outsized amount of attention and money poured into previously sad sack stocks such as Game Stop, AMC Entertainment Holdings, and Blackberry. This led to lots of talk about investing bubbles. For more information on the nature of bubbles, here is an article I posted on Linked In.…
Anyone out there looking for a new career opportunity? I’m excited this week to feature Sheila Drew, Managing Director at Creative Financial Staffing in Denver to give you a peek behind the curtain of hiring managers. Kristi: You have placed many, many people in temporary or permanent jobs during your career. What are the…
Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ. It’s skin – get your mind out of the gutter. Bonus: Read all the way to the end of…
A distinct memory I have from the old Fidelity days was being visited by the fund manager who oversaw the Fidelity Real Estate Investment Portfolio. The interaction took place not long after the dot.com/9/11 stock market bust in the early 2000s. This was a big deal. In Denver (considered part of the vast western wasteland…
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