BALANCE: How To Invest and Spend for Happiness, Health and Wealth.  Grab Your Copy Now.

Investing

Should You Sell Your Investments Every May?

#Mindset #Investing

Note:  This post is a satire! Haven’t you heard? People have found that if they sell their stock market investments in May, then buy them…

Andrew Hallam

Retirement Plans: Last Week Tonight with John Oliver

#Advisors #Retirement #Investing

Saving for retirement in the U.S. means navigating a potential minefield of high fees and bad advice. John Oliver recently (hilariously) ripped apart the financial…

Andrew Hallam

When Best Mutual Fund Lists Can Strip You Naked

#Mindset #Investing

Warren Buffett once said, “Only when the tide goes out do you discover who’s swimming naked.” According to the Employee Benefit Research Institute, 83 percent…

Andrew Hallam

Why Are Apple's Shares Down Almost 27 Percent?

#Investing

My friend Donna owns plenty of shares in Apple stock. Her portfolio is worth about $200,000. It’s the only stock market investment that she…

Andrew Hallam

Why Your Kids Should Start Investing Now!

#Children #Investing

Convince your kids to start investing when they’re young. Image by Pixabay Here’s Why! [https://assetbuilder.com/knowledge-center/articles/grow-rich-with-little-effort-by-investing-when-youre-young]…

Andrew Hallam

Should You Pay For Your Child's College Education?

#Children #Investing

I would love to see a longitudinal study that answers this question: “Should parents pay for ALL of their children’s college education?” If I had…

Andrew Hallam

If You Have Money To Invest, Do It. Now!

#Investing

Most people worry about when to invest. They worry about whether they could be investing at exactly the wrong time. Image by Pixabay Read the rest…

Andrew Hallam

When A 4% Investment Fee Hurts More Than A 20% Investment Fee

#Investing #Mindset

When comparing investment service companies, it’s important to understand that not all fees are considered equal. Companies often use complicated fee structures as a smoke…

Andrew Hallam

Correcting One Huge Mistake That Many Investors Make

#Mindset #Investing

A beaming young girl handed me a couple of lamb skewers. Her father had cooked them over an open fire beside the river after her mother…

Andrew Hallam

Does A Fiduciary Standard Mean Advisors Must Be Buddhas?

#Advisors #Investing

In 2013, Fidelity’s employees sued Fidelity for failing to push index funds in their company’s 401K. As a result, most of the 401K money…

Andrew Hallam