Three rates of return you should know: IRR, SRR and TWR
For obvious reasons, everyone wants to know their rate of return—and rightfully so. Regardless of whether it’s a “do it yourself” investor or...
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Annual 401k Match: Whoever Heard of Such a Thing?
A few weeks ago a friend and I were talking about retirement and our 401k plans. His company had recently changed their retirement...
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Why does it seem like the price of oil goes down every day?
I’ve had a few folks recently ask about the drop in oil prices, and I suspect some of you may have questions as...
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Stick with Risk Diversification
Risk diversification works, but not always the way investors might want it to. Diversification is designed both to keep investors out of deep...
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Are You Underpaid? Is It Your Fault?
What would you say if I told you that many Americans are under paid? You’d probably shake your head yes, and then daydream...
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Do-it-Yourself Retirement Planning: When to Enlist a Professional
My wife and I bought our first home last year. As serial renters for the last 15+ years, we vastly underestimated the amount...
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3 Reasons Why You Shouldn’t Borrow From Your 401(k)
I’ve been asked recently by someone if he should borrow from his 401(k) to fund the down payment of a new home. He...
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Hello World
Hello World: When we first contacted our strategy and design firm about adding a blog to our site, the question they asked was:...
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