4 Days of Investing Reading! Day 1: A Morality Tale from Michael Lewis
My 4 days of Christmas reading: Over the next several days I will be giving the gift of 4 great investing article. there will be two morality tales, there is a short technical, but readable, NY Times story from 2008 […]
Read MoreWhy I feel hourly and annual subscription fees are best for consumers of financial services
“If you’re not paying for something, you’re not the customer; you’re the product being sold.” Andrew Lewis At Angelucci Wealth Management, we believe that fees based on time spent on a clients needs are the fairest, most objective manner to deliver […]
Read MoreImportant Open Enrollment Tips for Medicare Recipients
It is currently open enrollment time for Medicare recipients. It is important that recipients review their options every year. Most importantly they should review their prescription drug plan (Part D). Below I have recreated an excellent checklist and excerpted a […]
Read MoreWhite Paint, Warren Buffett and the Nevada Pension Fund
“It’s white paint, but it works.” This is often what I say to my clients when I tell them they should simply invest in a target date retirement fund in their 401K or that the portfolio I am advising they invest […]
Read MoreYour Portfolio Should Already Be Structured For The Election
There is a lot of talk about whether investors should sell their investments because of the coming election. For most people the answer is no! A persons investment portfolio should already be designed to withstand a potential market drop due […]
Read MoreA Modest Proposal – Employers, NOT Employees, Pay 401K Plan Fees
Recently, there has been much in the news about employees suing their employer over the high cost of fees in their 401K plans. This liability exposure is due to an employers obligations under the Employee Retirement Income Security Act of […]
Read MoreIntro to Behavioral Finance: a Blog, a Podcast and 3 Books
Recently, I read a post on mental modeling in the blog Farnham Street, written by a Shane Parrish. I really loved this post. It gets to the heart of bad decision making. Just as we are often physically lazy, we are […]
Read More60 Second Blog: The Power of Compound Interest
Einstein famously said “Compound Interest is the eighth wonder of the world. He who understands it earns it, he who doesn’t pays it” Use this great calculator to show how money can grow over time: http://www.econedlink.org/interactives/tools/eel-compound-interest-calculator/EconEdLink-2-Compound-Interest-Calculator.swf I ran 2 scenarios: The […]
Read More16 Pages All Millennials Should Read
I need to share a short book with you. The 16 page book is called “If You Can: How Millennials Can Get Rich Slowly” I was buying the book as part of a college graduation gift and found that it […]
Read More60 Second Blog: The Benefit of Delaying Social Security Can Be Huge
This chart produced with SSAnalyzer software compares 2 social security claiming strategies for a married couple ages 62 and 63, who have decided to retire and who have $1,000,000 saved and who need $65,000/year, before taxes, for their retirement living […]
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