September30

#291 Going Off Script to Get More with Entrepreneur Brian Wong

Entrepreneur Brian Wong is a paradox: a whip smart twenty-something business owner, who is a really nice guy; a wonky tech enthusiast, who probably wishes he could be in the NHL, rather than be a brand expert; and an author who provides lots of tips, but acknowledges “There is no one way. There are lots of
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September24

Economic Growing Pains

While it was no surprise that the Fed took no action at last week’s FOMC meeting, there was something interesting contained in the officials’ economic projections. The central bank lowered its longer run expected growth rate from 2 percent to 1.8 percent. This downward revision started in 2012, when the Fed expected growth to be
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September23

College Money for the Taking

Given how expensive it is to attend college, here’s a mind blowing statistic: High school graduates left $2.7 billion in FREE federal grant money on the table over the last academic year. According to an analysis from NerdWallet, the primary reason that families are missing on this money is because they are not completing the
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September23

#290 Stop Trying to Beat the Market: Use Index Funds

Stop trying to beat the market, because you can’t. That sage advice comes from investment legend Charley Ellis, who has been keeping tabs on the debate between active and passive investment management for five decades. In his new book “Index Revolution: Why Investors Should Join it Now” Charley argues that indexing is the most efficient
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September20

Join the Index Fund Revolution!

When he entered the investment world fifty yeas ago, Charles (“Charley”) Ellis fund that diligent financial analysts and portfolio managers could routinely outperform the stock market. But as the investment industry changed, information became ubiquitous and institutions replaced individuals, it has become “unrealistic to try to beat today’s market.” I recently had the pleasure of
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September17

Federal Reserve: See you in December!

Nothing is certain, but it’s fair to say that it is highly unlikely that the Federal Reserve will raise interest rates when it meets this week. While various Fed officials have tried to keep the prospect of an increase on the table, a so-so August jobs report, weaker than expected retail sales and still soft
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September16

#289 Talking Tetris

How did the billion dollar video game Tetris become a global addiction? According to Dan Ackerman, author of “The Tetris Effect: The Game that Hypnotized the World,” the history of Tetris is a start up story, which involves the Russia-US relations before the fall of the Soviet Union. Dan’s day job is a Section Editor/Reviews – PCs & Laptops
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September12

Life Insurance Basics

In honor of National Life Insurance Awareness Month, it’s time to once again discuss one of the most dreaded, but important financial planning topics. Life insurance is critical when your death would cause a financial hardship for your survivor(s) or when you need to create liquidity upon your death for estate purposes. In its purest
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September12

September Stock Selloff?

2016 started with a stock sell off and full-blown correction (down 10 percent from the recent peak), challenging investors to remain calm and stick to their game plans. Then Brexit came along and once again, rattled nerves. Today the Cassandra’s are out again with an old worry: the Fed will kill the stock market rally. The
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September10

Bleak Anniversaries on Wall Street

Past events, no matter how horrible, can be instructive reminders about where we are today. This week marks the fifteenth anniversary of the 9-11 attacks, which helps me think about the people I knew who perished that frightful day. The anniversary also serves as a gut check about something we know, but don’t like to dwell
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