Let’s explore the hidden sophistication in your retirement plan’s “simplest” option. Chuck and Michael welcome special guest Andrew Jacobs van Merlen, Portfolio Manager for T. Rowe Price Target Date Strategies, for a conversation about the evolution of the $5.2 trillion target date retirement fund industry.
Is there really a “get-rich-quick scheme”? Chuck and Michael break down compound interest, the time value of money, and the Rule of 72. Let’s explore. This episode is Part 6 in our DIY Investing series, breaking down the steps one must take to get started with investing. Please watch, listen, like, subscribe, and share. YouTube – Click here to…
Welcome to our new series on DIY Investing. How do you get started with investing? First: Do you know where your money is going? Step one is living within your means so you actually have money to invest, and that means budgeting, which is easier said than done. Let’s explore.
To be understanding, one has to be in relationship. We have lost a great deal of that relationship-building over the last two and a half years. Our reaction to COVID may very well end up doing more harm to our society than the virus itself. Human interaction is of utmost importance.
The primary value, in my opinion, is independence. It boils down to one question: Who is the boss – is it the client, or someone else?
