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Category Archives for "Financial Literacy Boot Camp"

This is my “catch-all category–it is stuff every investor should know!

Revisiting the Rules of Engagement

In the last few decades with the advent of self-directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needs.  In the 2013 Risks and Process of Retirement Survey report, it states that “in 1974, defined benefit plans covered 44% of private sector workers, but today […]

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7.692=5.00

The above is either some real funky math or I need to take a visit to Khan Academy–or both! Regardless of what you’re hearing from the headlines (and talking heads) that encourage fear and being afraid to invest in the market, there is an asset class that has done pretty well despite the cognitive resistance. What asset […]

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