James

‘Robo-advisor’ growth hits Wall Street

March 22, 2015

Hi All, You may not have seen this but AFP has a great story on how automatic investing is changing the wealth management landscape.  More and more dollars, especially wealth owned by millennials, is going towards so called “Robo-advising” companies.  These firms use automated algorithms to make asset allocation decisions based on their client’s preferences. […]

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Can’t Save? Use Digit

March 10, 2015

Can’t Save? Use Digit. One thing I love about being a personal finance blogger is the chance to review new and exciting technology. The latest innovative product to come out of Silicon Valley is something called Digit. Digit is a web based application which identified and saves any surplus you have in your bank account. […]

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So Called Bad Financial Advice

March 1, 2015

6 Pieces of Bad Financial Advice You Shouldn’t Follow Selena Maranjian – April 29, 2013 Financial advisors can be good or bad, and there are ways of zeroing in on the better folks among them. That’s well worth doing, but it’s also good to remember that we need to be wary of bad financial advice — because it may […]

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Six Unique Ways to Save On Groceries

November 4, 2014

Hi All, Its been a while since I last read up about how to save money on groceries.  In fact, the last time I clipped coupons it was literally sitting in front of the newspaper with a pair of scissors cutting out the ones that you wanted to use.  Well, that’s become old school.  Evidently, […]

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Wealthfront Taking Off

November 2, 2014

Hi Guys, File this under “good to know if you’re shopping for a stockbroker”…but internet based financial services firm Wealthfront has recently surpassed a billion dollars in assets. Since financial services firms don’t magically make money, it means that a lot of young millenials have forked over their cash for Wealthfront to manage. This suggests […]

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Extreme Early Retirement

October 26, 2014

Folks, I don’t know how many of you are big followers of personal finance blogs – however if you haven’t heard about the extreme early retirement movement, it’s worth reading up on. The main idea is to maintain your lifestyle while minimizing your input of efforts and money. People who are really into the lifestyle […]

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James Altuchier’s Ideas Out of Balance

September 14, 2014

Hi All, I got turned onto James Altuchier on LinkedIn a while back. If you haven’t heard of Altucher, he’s well worth checking out. He’s a crazy hedge fund manager from New York. The guy has published something like 11 books, runs ones of Apple’s most popular podcasts and has made something like a billion […]

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Typical Household Wealth Drops by A Third

July 27, 2014

If you’re feeling some frustration in your budget, you’re not alone. The latest analysis from the Russell Sage Foundation is that the median household net worth of Americans has declined by 36% since 2007. Why? The poor and working class have been less effective in getting over the great recession’s hangover effects from 2007. The […]

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Getting Serious With Joshua Kennon’s Investing Blog

July 24, 2014

Folks, If you get a chance, consider checking out Joshua Kennon’s Investing blog.  The author is a self employed entrepreneur from the Midwest who owns a a business selling Letterman jackets to high school sports teams. Unlike a lot of finance writers on the web, Joshua’s knows a ton about investing and small business management […]

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