Archive for the ‘Investing’ Category

Review of Bill Schultheis’ The New Coffeehouse Investor

Saturday, September 19th, 2009

The author's marketing company kindly sent me a complimentary company of Bill Schultheis' latest reworking of his book: The New Coffeehouse Investor.  According to the "about the author" section in the book, Mr. Schultheis is an investment adviser with Soundmark Wealth Management, LLC, a fee-only registered investment adviser located in ...

News flash: Dave Ramsey’s stock market defies the law of gravity!

Sunday, August 30th, 2009

Over at the MBN Forums there was some discussion about a short video presentation called Drive Free, Retire Rich over at Dave Ramsey's website. The first part of the presentation (up through Slide 11) was very well put together, and showed perfectly the value of buying used over borrowing and buying ...

Generation Y is rattled for good reason

Wednesday, May 6th, 2009

People invested in less-volatile vehicles just can't catch a break.  According to this article, Generation Y may not be able to retire because they're not invested in a portfolio with an "appropriate" risk level for their age. The article cites Brad Klontz, a psychologist who specializes in money disorders, says that ...

Did Powerball tickets beat the S&P last year?

Monday, February 9th, 2009

This morning in Sunday school someone threw out that a substantial fraction of Americans have a lottery win comprising their retirement plans.  ("How did we get to talking about gambling in Sunday school?" you might ask.  It was just a chance discussion, that's all.) I just shook my head at that ...