Meanderings

Where are you on the Spectrum of Financial Dependence and Independence?

Financial Lifestyle, Meanderings, Uncategorized / /

Where are you on the Spectrum of Financial Dependence and Independence? (H/T to financial planning guru Michael Kitces for including this article by Morgan Housel in his October 19, Weekly Reading for Financial Planners.) Continuums I love continuums. Or is it contiua? You’ve seen a million of them. They are generally represented graphically, in an […]

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Is Cryptocurrency the Future of Real Estate?

Financial News, Meanderings, Money / /

A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most popular form of digital currency – will revolutionize real estate transactions, the Boulder Daily Camera reports. And they may be right. At least in part. Jim Merrion, a Boulder realtor, claims to have promoted Colorado’s

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Fidelity’s Zero Cost Index Funds – Much Ado About Nothing?

Investment Management, Meanderings, Wealth Management / /

On August 1, 2018, Fidelity Investments, by introducing two zero-management fee index funds, seemingly fired a shot across the bow of the 18th century vessel that is Vanguard’s vaunted logo. For over forty years, Vanguard, the shareholder-owned behemoth has led the way in reducing the cost of investing to a level approaching zero. The Admiral

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Do We Face a Retirement Crisis?

Financial Lifestyle, Meanderings, Retirement / /

In an article in Advisor Perspectives, actuary, financial planner and retirement researcher Joe Tomlinson delves into the question: Do We Face a Retirement Crisis? The “we” Tomlinson refers to is American society as a whole. His conclusion is that the “crisis” for the current generation of retirees is a bit overblown, but the future looks

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Supreme Court Gives Two Thumbs Up to Modern Portfolio Theory

Investment Management, Meanderings, Money, Risk Management, Wealth Management / /

In our estimation, the last week of the United States Supreme Court’s 2013/2014 term was a watershed for Modern Portfolio Theory and the Efficient Market Hypothesis; two essential components in the notion that publicly available information is rapidly incorporated into the prices of securities traded in a robust public market. For a generation now, intelligent

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A Commentary on the PBS Show The Retirement Gamble

Financial News, Investment Management, Meanderings, Retirement, Risk Management, Small Business / /

PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans toward defined contribution 401(k) type plans, and in particular the culture of the industry that

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