I came across a great blog while doing research for my book which I’d like to share with my audience. It’s www.pensionriskmatters.com, written and maintained by Susan Mangiero. Based on the title, you may have caught on to the blog’s theme–mainly pension plans and the host of factors which affect them.
My New Book — Hits Stores Today
Who Really Follows a Budget?
Market Jitters Bring Volatility & Uncertainty
Can Money Really Buy Happiness?
There was a great article in Bottom Line this month featuring MSN Money columnist M.P. Dunleavey about the actual correlation between increased wealth and increased happiness. As you might expect, the findings were not simply that you will be happier on a day-to-day basis if you have more money.
Charles Schwab to Focus on Younger Investors
Update on WisdomTree Investments
The 5th Annual Integrated Wealth Management Forum
The 5th Annual Integrated Wealth Management Forum is coming up September 10th-12th at the Union League Club in New York City. For those unfamiliar with this unique event, it brings together great financial minds to discuss issues and ideas regarding wealth management.
Interview with Jeffrey Feldman, Founder & Chairman, X-Shares Advisors, LLC
The following is an exact transcript from my interview with Jeffrey Feldman, the founder and chairman of X-Shares Group, LLC. Jeff is an innovator in the ETF arena and his products are noteworthy. Below you can read an educated opinion about where exchange-traded funds stand in the investment arena along with information about the HealthShares product line.
Bullish? Or Bearish? It’s a Tough Call
We’ve been talking in my office about getting a bit more defensive with our investment portfolios. The S&P 500 is up over 9% since January 1st and the year is half over. If you check my post from a few months back, fund manager Curtis Teberg offered a projection of the Dow Jones reaching 16,000 by year end.
Book Review: An American Hedge Fund
I spent some time this past weekend reading a book by Timothy Sykes, a young hedge fund manager and entrepreneur. If you aren’t familiar with him, Tim made a name for himself by turning a small stash of Bar Mitzvah funds into a small fortune during his freshman year of college.