Greater San Diego Business Association
The final part to Jim & Steve's story! Be sure to read their takeaway's on how to find financial advice. And catch up on all six parts if you haven't been following their investment journey!
Posted on May 3, 2013 at 3:21pm
Since this blog is about our journey from active investing with a big bank to “do-it-yourself” investing, using advice and direction from a certified financial planner (CFP), we are not going to try to convince anyone that passive investing is better than active or vice versa. Rather, the recommendation that we are making is to take the time to research both approaches. And, take the time to learn all about CFP’s. There is a lot of misinformation on the Internet. So, we will…Continue
Posted on April 10, 2013 at 5:02pm
Many years ago, the federal government did something amazing – they created the Roth IRA. The reason it’s so amazing is because you never pay tax on money after it’s deposited into a Roth IRA. Many people already know how great Roth IRAs are for retirement savings. However, there are important things most people don’t know about Roth IRAs. Here are my top five secrets about these accounts. Read more...
Posted on March 8, 2013 at 1:32pm
The third and last bank that we interviewed looked more promising than the rest. The lead wealth manager seemed knowledgeable and personable. We could tell that he was very smooth and experienced at convincing new clients to “join his team.” After our first meeting with him, we felt that if “active management” was right for us, this may be the right bank. The second meeting with him included his team. It was during that meeting when we decided to reject the…Continue
Posted on March 1, 2013 at 9:29am