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Newsletter: The 3-1-1

Newsletter: The 3-1-1

Please see this week's personal finance articles, chart, and quote below. 3 Articles Home Bias and the Best Time to DiversfiyCharlie Bilello, Compound Advisors An important article showcasing how investors are more comfortable owning stocks that are based in their own...

Investment Commentary – Second Quarter, 2021

Investment Commentary – Second Quarter, 2021

HighlightsWhile the impacts of COVID have certainly not disappeared, the second quarter in many ways marked a transition. With economic reopening and many people returning to “normal” activities, economic activity and employment have picked up meaningfully, along with...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and having a great week! Last week I was on a road trip around the Mountain West and was unable to send The 3-1-1. I visited Portland, Seattle, Missoula, Jackson Hole, Park City, and Lake Tahoe. Some of these areas were completely new to me,...

What Happens If I Save Too Much in a 529?

What Happens If I Save Too Much in a 529?

Many parents save for their child’s college education using a 529 account. But what happens if you “over-fund” the account and save too much? If you are lucky enough to have this problem, you have three options: Reassign: You can reassign the 529 account to a direct...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and have exciting plans for this weekend's 4th of July. Please see this week's personal finance articles, chart, and quote below, along with an article about a new investment option for clients of Think Different Financial Planning. These...

Introducing: Impact Portfolios

Introducing: Impact Portfolios

A growing number of investors want to know that their investment dollars are having a positive impact on the world. A popular methodology for this type of impact investing is known as "ESG" investing, which stands for environmental, social, and governance....

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

Please see this week's personal finance articles, chart, and quote below!   3 Articles Best Places ListsRobert Silvernail There are a lot of factors to consider aside from taxes when you decide where you want to live during retirement. No, Millennials Aren't...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

Please see this week's personal finance articles, chart, and quote below. I was also quoted in an article from Top Dollar, which is linked to at the bottom of this email. 3 Articles California Defies Doom with #1 US EconomyMatthew Winkler, Bloomberg Across a number of...

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