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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...

Media Mention: Money Advice for Your 50s

Media Mention: Money Advice for Your 50s

I was honored to be quoted in an article by Top Dollar, Money Advice for Your 50s. Here's what I said on the topic: “For many of us, our work is our life. Once people don’t have that, it can feel like you’ve lost your sense of identity and don’t have as much purpose....

All-In Costs For Financial Advisors

All-In Costs For Financial Advisors

Most people estimate the price of a financial advisor to cost 1% per year. To investigate this assumption, Bob Veres surveyed nearly 1,000 advisors about their fees. The main takeaway is that financial advisors’ fees are made up of two components. Number one is the...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you've had a great week. Please see this week's personal finance articles, chart, and quote below, along with a bonus blog post written by me.3 Articles How to Buy Happiness (Responsibly)Ron Lieber, The New York Times The great reopening offers ample...

Investing Where It’s Comfortable

Investing Where It’s Comfortable

People invest in things they feel comfortable with. That’s why:   Investors on the west coast are more likely to hold technology stocks Investors in the northeast are more likely to hold financial (i.e. bank) stocks Investors in the south more likely to hold...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

Happy Friday! Please see this week's personal finance articles, chart, and quote below, along with a bonus blog post written by me. I hope you have a great Memorial Day weekend!3 Articles Play Your Own GameMorgan Housel, Collaborative Fund We're all playing different...

How to Beat 86% of Investors with 1% of the Effort

How to Beat 86% of Investors with 1% of the Effort

In most areas of life, the more you spend on a product the better it is. Take cars, for example: A $90,000 Tesla is undeniably nicer than a $30,000 Toyota.  Many people apply the same logic to investing: the more you pay for an investment manager, the better they must...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and having a great week. Please see this week's content below. I've also included a bonus article I wrote about Yale's former endowment manager, who had a profound impact on the investment world and recently passed away. 3 Articles 7 Money...

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