Monthly Archive: July 2014

Schrödinger’s House: Why your home is both an investment and…not so much 0

Schrödinger’s House: Why your home is both an investment and…not so much

Almost exactly a year ago, we bought our first home. After a year of saving, searching, and negotiating, we finally signed the paperwork and took the keys to the front door. Walking into the...

Investing in the Right Luxury Goods 1

Investing in the Right Luxury Goods

While reading Naked Economics recently, I came across an interesting definition of the term “luxury good.” In his book, Charles Wheelan defines a luxury good as a good for which demand increases as wealth...

How to become a value spender 0

How to become a value spender

Last week I read The Little Book That Builds Wealth by Pat Dorsey, Director of Research at Morningstar, the investment research company. The book describes strategies of value investing that Warren Buffett and others...

We’re proud to be in the bottom 5% of financial planners 0

We’re proud to be in the bottom 5% of financial planners

I recently read an article in the New York Times about financial services companies’ increasing demand for young new investment advisers and broker-dealers. This is not the only article to point out that over...