Tag Archives: Retirement Planning

Investment Diversification

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In my post Goals and Risk or the Straight Line Meets the Jagged Line I covered the impact of market volatility on investment portfolios over the last 20 years.  This post discusses diversification as a means to mitigate that volatility. Diversification … Continue reading

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The Curve as Context-Part1

Mini-money lesson 2.  Want to learn more.  Check out the Curve page.

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Money Consciousness

Mini money lesson 1.  A new series. Want to learn more.  Check out The Curve.

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Financial Literacy Recap

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Several readers have asked me to recap my posts related to financial literacy.  So here it is…. The Curve Topic:   Page or Posts The Curve and Flow:  The Curve Inputs for curve calculation:  Curve Components – Part 1 Calculating … Continue reading

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Goals and Risk or the Straight Line Meets the Jagged Line

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This post attempts to simplify the math that underlies goal planning. I know, it sounds complicated but don’t hang up just yet. I’m going to use a lot of pictures and keep the math to a minimum. If you can … Continue reading

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Sage Money Advice

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A long long time ago there were two great academies, centers of sublime wisdom. They were the academy of Yoha and the academy of Sime. Each had many disciples. Each was known the world through out. (1) Iza of Zei … Continue reading

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Embrace Your Insecurity

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Guest Blogger Nicole (znic123) I’m a mid 20’s designer living in New York and I want to own my own home in the foreseeable future. When I started this process I didn’t know anything about investing or goals.  I just … Continue reading

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Creating a Budget – See me and others on Bloomberg TV

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The Classics

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Want to become a savvy investor? Consider cracking open one or more of these investment classics. Security Analysis: The Classic 1940 Edition by Benjamin Graham and David Dodd The Intelligent Investor by Benjamin Graham Common Stocks And Uncommon Profits by … Continue reading

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Tax Advantaged Investing

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In my first post on investing I defined it, gave several examples and identified common elements.  This post focuses on the all important and not to be missed benefits of tax advantaged investing.  Tax advantaged investments are those that allow … Continue reading

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